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 | $152,834 | $44,960+239.9% | $84,966+79.9% | $74,495+105.2% |
| Participation rate | 12.2% | 49.4%-37.1pp | 67.5%-55.3pp | 67.2%-55.0pp |
| Annual return | 11.89% | 26.24%-14.4pp | 66.38%-54.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $623 | $1,457-57.2% | $2,727-77.2% | $2,623-76.3% |
| Participant deferral / active EE | $1,481 | $2,731-45.8% | $4,519-67.2% | $4,346-65.9% |
| Admin fee / account holder | $2,057 | $2,209-6.9% | $6,149-66.5% | $1,942+5.9% |