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 | $137,015 | $31,310+337.6% | $53,898+154.2% | $74,304+84.4% |
| Participation rate | 8.4% | 30.7%-22.3pp | 55.0%-46.5pp | 60.3%-51.9pp |
| Annual return | 14.85% | 23.16%-8.3pp | 528.60%-513.8pp | 29.43%-14.6pp |
| Employer contribution / active EE | $199 | $450-55.7% | $932-78.6% | $2,241-91.1% |
| Participant deferral / active EE | $722 | $934-22.7% | $1,826-60.5% | $3,767-80.8% |
| Admin fee / account holder | $503 | $2,175-76.9% | $2,491-79.8% | $2,969-83.0% |