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 | $184,467 | $29,319+529.2% | $52,425+251.9% | $82,448+123.7% |
| Participation rate | 20.7% | 46.9%-26.2pp | 55.6%-34.9pp | 68.1%-47.4pp |
| Annual return | 18.68% | 535.20%-516.5pp | 302.12%-283.4pp | 41.64%-23.0pp |
| Employer contribution / active EE | $525 | $586-10.4% | $914-42.6% | $2,551-79.4% |
| Participant deferral / active EE | $2,343 | $1,171+100.1% | $1,790+30.9% | $4,139-43.4% |
| Admin fee / account holder | $2,788 | $1,962+42.1% | $2,495+11.8% | $7,234-61.5% |