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 | $229,046 | $148,534+54.2% | $135,903+68.5% | $139,434+64.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 31.95% | 79.19%-47.2pp | 68.23%-36.3pp | 372.94%-341.0pp |
| Employer contribution / active EE | $1,549 | $5,243-70.5% | $4,856-68.1% | $4,751-67.4% |
| Participant deferral / active EE | $4,643 | $8,100-42.7% | $7,758-40.2% | $6,710-30.8% |
| Admin fee / account holder | $1,913 | $12,400-84.6% | $10,762-82.2% | $11,403-83.2% |