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 | $95,314 | $47,479+100.7% | $62,929+51.5% | $82,448+15.6% |
| Participation rate | 26.0% | 66.9%-40.9pp | 73.1%-47.1pp | 68.1%-42.1pp |
| Annual return | 17.63% | 20.34%-2.7pp | 1063.93%-1046.3pp | 41.64%-24.0pp |
| Employer contribution / active EE | $620 | $1,885-67.1% | $2,505-75.3% | $2,551-75.7% |
| Participant deferral / active EE | $1,610 | $2,870-43.9% | $3,888-58.6% | $4,139-61.1% |
| Admin fee / account holder | $9,364 | $3,804+146.2% | $5,065+84.9% | $7,234+29.4% |