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 | $91,351 | $30,400+200.5% | $53,898+69.5% | $84,808+7.7% |
| Participation rate | 11.1% | 46.4%-35.3pp | 55.0%-43.8pp | 68.3%-57.2pp |
| Annual return | 21.98% | 500.19%-478.2pp | 528.60%-506.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $215 | $603-64.4% | $932-77.0% | $2,631-91.8% |
| Participant deferral / active EE | $1,378 | $1,199+14.9% | $1,826-24.6% | $4,212-67.3% |
| Admin fee / account holder | $3,713 | $1,993+86.3% | $2,491+49.1% | $7,344-49.4% |