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 | $98,663 | $54,705+80.4% | $71,209+38.6% | $84,808+16.3% |
| Participation rate | 14.3% | 64.1%-49.8pp | 73.8%-59.5pp | 68.3%-54.0pp |
| Annual return | 18.82% | 35.90%-17.1pp | 282.51%-263.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $526 | $2,158-75.6% | $2,721-80.7% | $2,631-80.0% |
| Participant deferral / active EE | $2,381 | $3,030-21.4% | $4,175-43.0% | $4,212-43.5% |
| Admin fee / account holder | $369 | $4,863-92.4% | $5,349-93.1% | $7,344-95.0% |