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 | $30,400+506.8% | $53,898+242.3% | $84,808+117.5% |
| Participation rate | 20.7% | 46.4%-25.8pp | 55.0%-34.3pp | 68.3%-47.6pp |
| Annual return | 18.68% | 500.19%-481.5pp | 528.60%-509.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $525 | $603-12.9% | $932-43.7% | $2,631-80.0% |
| Participant deferral / active EE | $2,343 | $1,199+95.5% | $1,826+28.3% | $4,212-44.4% |
| Admin fee / account holder | $2,788 | $1,993+39.9% | $2,491+11.9% | $7,344-62.0% |