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 | $71,859 | $23,330+208.0% | $64,489+11.4% | $82,448-12.8% |
| Participation rate | 48.7% | 68.3%-19.6pp | 67.7%-19.0pp | 68.1%-19.4pp |
| Annual return | 31.35% | 83.66%-52.3pp | 55.03%-23.7pp | 41.64%-10.3pp |
| Employer contribution / active EE | $7,562 | $824+817.2% | $1,523+396.5% | $2,551+196.4% |
| Participant deferral / active EE | $1,961 | $1,707+14.8% | $2,778-29.4% | $4,139-52.6% |
| Admin fee / account holder | $2,145 | $2,946-27.2% | $4,260-49.6% | $7,234-70.3% |