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 | $70,954 | $30,400+133.4% | $53,898+31.6% | $84,808-16.3% |
| Participation rate | 15.3% | 46.4%-31.2pp | 55.0%-39.7pp | 68.3%-53.0pp |
| Annual return | 15.34% | 500.19%-484.9pp | 528.60%-513.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $222 | $603-63.2% | $932-76.2% | $2,631-91.6% |
| Participant deferral / active EE | $511 | $1,199-57.4% | $1,826-72.0% | $4,212-87.9% |
| Admin fee / account holder | $2,811 | $1,993+41.0% | $2,491+12.9% | $7,344-61.7% |