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 | $166,376 | $85,202+95.3% | $172,739-3.7% | $72,985+128.0% |
| Participation rate | 15.8% | 70.1%-54.3pp | 82.6%-66.9pp | 69.5%-53.7pp |
| Annual return | 16.31% | 27.32%-11.0pp | 802.84%-786.5pp | 81.00%-64.7pp |
| Employer contribution / active EE | $406 | $3,324-87.8% | $5,143-92.1% | $2,440-83.3% |
| Participant deferral / active EE | $1,531 | $3,260-53.0% | $5,198-70.5% | $3,607-57.6% |
| Admin fee / account holder | $30,542 | $5,884+419.1% | $13,954+118.9% | $5,124+496.0% |