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 | $201,551 | $89,753+124.6% | $107,525+87.4% | $84,808+137.7% |
| Participation rate | 30.2% | 68.1%-37.9pp | 75.1%-44.9pp | 68.3%-38.1pp |
| Annual return | 16.28% | 29.48%-13.2pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $993 | $3,113-68.1% | $3,754-73.5% | $2,631-62.3% |
| Participant deferral / active EE | $1,819 | $4,056-55.2% | $5,116-64.4% | $4,212-56.8% |
| Admin fee / account holder | $1,586 | $7,222-78.0% | $8,919-82.2% | $7,344-78.4% |