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 | $126,037 | $30,400+314.6% | $53,898+133.8% | $84,808+48.6% |
| Participation rate | 37.5% | 46.4%-8.9pp | 55.0%-17.5pp | 68.3%-30.8pp |
| Annual return | 15.22% | 500.19%-485.0pp | 528.60%-513.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,306 | $603+116.7% | $932+40.1% | $2,631-50.4% |
| Participant deferral / active EE | $2,277 | $1,199+89.9% | $1,826+24.7% | $4,212-45.9% |
| Admin fee / account holder | $2,256 | $1,993+13.2% | $2,491-9.4% | $7,344-69.3% |