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 | $67,836 | $30,400+123.1% | $53,898+25.9% | $84,808-20.0% |
| Participation rate | 16.7% | 46.4%-29.8pp | 55.0%-38.3pp | 68.3%-51.6pp |
| Annual return | 25.86% | 500.19%-474.3pp | 528.60%-502.7pp | 40.90%-15.0pp |
| Employer contribution / active EE | $465 | $603-22.8% | $932-50.1% | $2,631-82.3% |
| Participant deferral / active EE | $2,044 | $1,199+70.6% | $1,826+11.9% | $4,212-51.5% |
| Admin fee / account holder | $2,105 | $1,993+5.6% | $2,491-15.5% | $7,344-71.3% |