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 | $134,415 | $54,517+146.6% | $75,972+76.9% | $74,495+80.4% |
| Participation rate | 35.6% | 60.3%-24.7pp | 69.1%-33.4pp | 67.2%-31.6pp |
| Annual return | 13.75% | 31.82%-18.1pp | 359.55%-345.8pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $993 | $1,777-44.1% | $2,685-63.0% | $2,623-62.1% |
| Participant deferral / active EE | $2,301 | $3,066-24.9% | $4,255-45.9% | $4,346-47.0% |
| Admin fee / account holder | $6,067 | $2,229+172.2% | $6,467-6.2% | $1,942+212.4% |