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 | $133,086 | $54,705+143.3% | $71,209+86.9% | $84,808+56.9% |
| Participation rate | 53.5% | 64.1%-10.6pp | 73.8%-20.3pp | 68.3%-14.8pp |
| Annual return | 16.03% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,041 | $2,158-51.8% | $2,721-61.7% | $2,631-60.4% |
| Participant deferral / active EE | $5,368 | $3,030+77.1% | $4,175+28.6% | $4,212+27.5% |
| Admin fee / account holder | $2,235 | $4,863-54.1% | $5,349-58.2% | $7,344-69.6% |