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 | $156,935 | $99,020+58.5% | $86,590+81.2% | $147,584+6.3% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 11.68% | 1312.34%-1300.7pp | 964.84%-953.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $534 | $3,132-83.0% | $2,839-81.2% | $4,876-89.1% |
| Participant deferral / active EE | $2,272 | $3,972-42.8% | $3,609-37.0% | $5,439-58.2% |
| Admin fee / account holder | $61,924 | $5,710+984.4% | $4,906+1162.3% | $10,885+468.9% |