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 | $148,211 | $111,754+32.6% | $103,333+43.4% | $145,922+1.6% |
| Participation rate | 27.8% | 77.9%-50.2pp | 74.5%-46.7pp | 80.3%-52.5pp |
| Annual return | 44.56% | 24.77%+19.8pp | 24.88%+19.7pp | 561.29%-516.7pp |
| Employer contribution / active EE | $1,429 | $4,212-66.1% | $3,868-63.1% | $4,660-69.3% |
| Participant deferral / active EE | $2,763 | $5,619-50.8% | $5,057-45.4% | $6,688-58.7% |
| Admin fee / account holder | $49,181 | $9,750+404.4% | $8,355+488.7% | $13,397+267.1% |