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 | $152,696 | $74,888+103.9% | $71,209+114.4% | $142,382+7.2% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.1%-51.5pp |
| Annual return | 15.78% | 345.14%-329.4pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,050 | $2,854-63.2% | $2,721-61.4% | $4,299-75.6% |
| Participant deferral / active EE | $3,329 | $4,454-25.3% | $4,175-20.3% | $6,507-48.8% |
| Admin fee / account holder | $1,529 | $5,568-72.5% | $5,349-71.4% | $12,624-87.9% |