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 | $66,305 | $30,400+118.1% | $53,898+23.0% | $84,808-21.8% |
| Participation rate | 24.0% | 46.4%-22.4pp | 55.0%-31.0pp | 68.3%-44.3pp |
| Annual return | 18.36% | 500.19%-481.8pp | 528.60%-510.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $521 | $603-13.6% | $932-44.1% | $2,631-80.2% |
| Participant deferral / active EE | $1,014 | $1,199-15.4% | $1,826-44.5% | $4,212-75.9% |
| Admin fee / account holder | $1,004 | $1,993-49.6% | $2,491-59.7% | $7,344-86.3% |