See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,786 | $100,773+59.6% | $88,946+80.8% | $142,382+12.9% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 16.66% | 70.18%-53.5pp | 57.82%-41.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $785 | $2,918-73.1% | $2,555-69.3% | $4,299-81.7% |
| Participant deferral / active EE | $12,200 | $5,230+133.3% | $4,581+166.3% | $6,507+87.5% |
| Admin fee / account holder | $561 | $9,693-94.2% | $8,261-93.2% | $12,624-95.6% |