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 | $117,013 | $59,417+96.9% | $93,606+25.0% | $74,495+57.1% |
| Participation rate | 18.8% | 59.7%-40.9pp | 68.7%-49.9pp | 67.2%-48.4pp |
| Annual return | 12.79% | 81.83%-69.0pp | 133.20%-120.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $829 | $1,264-34.4% | $2,420-65.7% | $2,623-68.4% |
| Participant deferral / active EE | $1,745 | $3,050-42.8% | $4,411-60.5% | $4,346-59.9% |
| Admin fee / account holder | $1,633 | $3,021-45.9% | $8,285-80.3% | $1,942-15.9% |