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 | $29,319+211.6% | $52,425+74.3% | $82,448+10.8% |
| Participation rate | 11.1% | 46.9%-35.7pp | 55.6%-44.5pp | 68.1%-57.0pp |
| Annual return | 21.98% | 535.20%-513.2pp | 302.12%-280.1pp | 41.64%-19.7pp |
| Employer contribution / active EE | $215 | $586-63.4% | $914-76.5% | $2,551-91.6% |
| Participant deferral / active EE | $1,378 | $1,171+17.6% | $1,790-23.1% | $4,139-66.7% |
| Admin fee / account holder | $3,713 | $1,962+89.2% | $2,495+48.8% | $7,234-48.7% |