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 5-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 | $198,676 | $73,933+168.7% | $96,683+105.5% | $75,163+164.3% |
| Participation rate | 28.6% | 66.4%-37.9pp | 74.3%-45.8pp | 67.2%-38.6pp |
| Annual return | 16.66% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-144.0pp |
| Employer contribution / active EE | $937 | $2,928-68.0% | $3,737-74.9% | $2,670-64.9% |
| Participant deferral / active EE | $1,518 | $3,659-58.5% | $4,878-68.9% | $4,125-63.2% |
| Admin fee / account holder | $20,099 | $5,216+285.3% | $6,730+198.7% | $5,651+255.7% |