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 | $159,356 | $54,705+191.3% | $71,209+123.8% | $84,808+87.9% |
| Participation rate | 22.6% | 64.1%-41.4pp | 73.8%-51.1pp | 68.3%-45.7pp |
| Annual return | 16.52% | 35.90%-19.4pp | 282.51%-266.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $731 | $2,158-66.1% | $2,721-73.1% | $2,631-72.2% |
| Participant deferral / active EE | $2,278 | $3,030-24.8% | $4,175-45.4% | $4,212-45.9% |
| Admin fee / account holder | $1,901 | $4,863-60.9% | $5,349-64.5% | $7,344-74.1% |