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 | $169,893 | $47,848+255.1% | $81,478+108.5% | $70,131+142.3% |
| Participation rate | 8.3% | 58.3%-49.9pp | 68.0%-59.6pp | 69.5%-61.2pp |
| Annual return | 19.50% | 27.25%-7.7pp | 38.78%-19.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $476 | $1,527-68.8% | $2,568-81.5% | $2,342-79.7% |
| Participant deferral / active EE | $1,143 | $2,453-53.4% | $3,537-67.7% | $3,332-65.7% |
| Admin fee / account holder | $1,999 | $3,145-36.4% | $4,561-56.2% | $4,645-57.0% |