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 | $54,558+146.4% | $76,002+76.9% | $74,546+80.3% |
| Participation rate | 35.6% | 60.3%-24.7pp | 69.1%-33.4pp | 67.2%-31.6pp |
| Annual return | 13.75% | 31.83%-18.1pp | 360.07%-346.3pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $993 | $1,778-44.1% | $2,688-63.1% | $2,624-62.2% |
| Participant deferral / active EE | $2,301 | $3,065-24.9% | $4,257-45.9% | $4,347-47.1% |
| Admin fee / account holder | $6,067 | $2,232+171.8% | $6,414-5.4% | $1,944+212.1% |