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 | $128,771 | $49,922+157.9% | $80,569+59.8% | $75,163+71.3% |
| Participation rate | 17.0% | 55.3%-38.3pp | 67.0%-50.0pp | 67.2%-50.2pp |
| Annual return | 16.82% | 34.69%-17.9pp | 935.43%-918.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $451 | $1,698-73.4% | $2,723-83.4% | $2,670-83.1% |
| Participant deferral / active EE | $1,507 | $2,990-49.6% | $4,447-66.1% | $4,125-63.5% |
| Admin fee / account holder | $12,180 | $3,577+240.5% | $5,377+126.5% | $5,651+115.5% |