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 | $156,642 | $105,181+48.9% | $159,436-1.8% | $85,850+82.5% |
| Participation rate | 36.4% | 75.8%-39.4pp | 82.8%-46.5pp | 69.3%-33.0pp |
| Annual return | 13.89% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $734 | $3,318-77.9% | $4,829-84.8% | $2,565-71.4% |
| Participant deferral / active EE | $2,777 | $5,945-53.3% | $7,352-62.2% | $3,952-29.7% |
| Admin fee / account holder | $1,070 | $6,933-84.6% | $10,799-90.1% | $6,260-82.9% |