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 | $179,735 | $104,974+71.2% | $95,585+88.0% | $142,382+26.2% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 11.89% | 210.33%-198.4pp | 38.56%-26.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,510 | $2,779-45.7% | $2,527-40.2% | $4,299-64.9% |
| Participant deferral / active EE | $13,150 | $4,352+202.2% | $4,023+226.9% | $6,507+102.1% |
| Admin fee / account holder | $705 | $6,386-89.0% | $6,127-88.5% | $12,624-94.4% |