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 10-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 | $187,202 | $99,020+89.1% | $86,590+116.2% | $147,584+26.8% |
| Participation rate | 41.7% | 76.3%-34.7pp | 73.5%-31.9pp | 82.8%-41.2pp |
| Annual return | 19.40% | 1312.34%-1292.9pp | 964.84%-945.4pp | 578.55%-559.2pp |
| Employer contribution / active EE | $262 | $3,132-91.6% | $2,839-90.8% | $4,876-94.6% |
| Participant deferral / active EE | $1,003 | $3,972-74.8% | $3,609-72.2% | $5,439-81.6% |
| Admin fee / account holder | $925 | $5,710-83.8% | $4,906-81.1% | $10,885-91.5% |