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 | $173,806 | $112,096+55.1% | $95,952+81.1% | $158,922+9.4% |
| Participation rate | 23.8% | 79.0%-55.2pp | 77.1%-53.3pp | 82.0%-58.1pp |
| Annual return | 11.57% | 171.09%-159.5pp | 91.61%-80.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $645 | $3,198-79.8% | $2,541-74.6% | $4,761-86.5% |
| Participant deferral / active EE | $1,690 | $4,784-64.7% | $4,167-59.5% | $5,982-71.8% |
| Admin fee / account holder | $6,597 | $10,130-34.9% | $6,795-2.9% | $11,246-41.3% |