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 | $107,566 | $27,915+285.3% | $58,482+83.9% | $75,163+43.1% |
| Participation rate | 15.1% | 38.8%-23.7pp | 50.9%-35.7pp | 67.2%-52.1pp |
| Annual return | 15.64% | 44.20%-28.6pp | 4239.32%-4223.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $211 | $669-68.5% | $1,053-80.0% | $2,670-92.1% |
| Participant deferral / active EE | $683 | $1,201-43.2% | $1,924-64.5% | $4,125-83.5% |
| Admin fee / account holder | $14,289 | $1,726+728.1% | $2,516+467.9% | $5,651+152.9% |