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 | $90,873 | $30,400+198.9% | $53,898+68.6% | $84,808+7.2% |
| Participation rate | 43.4% | 46.4%-3.1pp | 55.0%-11.6pp | 68.3%-24.9pp |
| Annual return | 16.40% | 500.19%-483.8pp | 528.60%-512.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $272 | $603-54.8% | $932-70.8% | $2,631-89.6% |
| Participant deferral / active EE | $990 | $1,199-17.4% | $1,826-45.8% | $4,212-76.5% |
| Admin fee / account holder | $570 | $1,993-71.4% | $2,491-77.1% | $7,344-92.2% |