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 | $83,356 | $29,319+184.3% | $52,425+59.0% | $82,448+1.1% |
| Participation rate | 30.9% | 46.9%-16.0pp | 55.6%-24.8pp | 68.1%-37.2pp |
| Annual return | 15.06% | 535.20%-520.1pp | 302.12%-287.1pp | 41.64%-26.6pp |
| Employer contribution / active EE | $353 | $586-39.8% | $914-61.4% | $2,551-86.2% |
| Participant deferral / active EE | $1,733 | $1,171+48.0% | $1,790-3.2% | $4,139-58.1% |
| Admin fee / account holder | $3,020 | $1,962+53.9% | $2,495+21.0% | $7,234-58.3% |