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 | $157,149 | $51,576+204.7% | $129,207+21.6% | $80,856+94.4% |
| Participation rate | 26.8% | 57.0%-30.1pp | 69.6%-42.8pp | 67.6%-40.8pp |
| Annual return | 16.24% | 20.81%-4.6pp | 9417.33%-9401.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $938 | $2,669-64.9% | $4,168-77.5% | $4,296-78.2% |
| Admin fee / account holder | $12,297 | $4,305+185.6% | $7,715+59.4% | $6,918+77.8% |