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 | $88,381 | $31,310+182.3% | $53,898+64.0% | $74,304+18.9% |
| Participation rate | 16.0% | 30.7%-14.6pp | 55.0%-38.9pp | 60.3%-44.3pp |
| Annual return | 17.08% | 23.16%-6.1pp | 528.60%-511.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $304 | $450-32.4% | $932-67.4% | $2,241-86.4% |
| Participant deferral / active EE | $1,121 | $934+20.0% | $1,826-38.6% | $3,767-70.2% |
| Admin fee / account holder | $1,832 | $2,175-15.8% | $2,491-26.4% | $2,969-38.3% |