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 | $164,738 | $56,114+193.6% | $96,139+71.4% | $85,850+91.9% |
| Participation rate | 22.6% | 56.7%-34.1pp | 68.4%-45.8pp | 69.3%-46.7pp |
| Annual return | 13.51% | 42.30%-28.8pp | 191.94%-178.4pp | 318.53%-305.0pp |
| Employer contribution / active EE | $624 | $1,620-61.5% | $2,797-77.7% | $2,565-75.7% |
| Participant deferral / active EE | $1,103 | $2,859-61.4% | $4,349-74.6% | $3,952-72.1% |
| Admin fee / account holder | $1,548 | $3,768-58.9% | $5,537-72.0% | $6,260-75.3% |