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 | $194,598 | $72,071+170.0% | $68,368+184.6% | $137,256+41.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 15.72% | 353.14%-337.4pp | 292.57%-276.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,213 | $2,788-56.5% | $2,649-54.2% | $4,156-70.8% |
| Participant deferral / active EE | $2,114 | $4,410-52.1% | $4,123-48.7% | $6,407-67.0% |
| Admin fee / account holder | $848 | $5,336-84.1% | $5,150-83.5% | $12,270-93.1% |