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 | $136,570 | $58,208+134.6% | $81,812+66.9% | $80,856+68.9% |
| Participation rate | 47.1% | 63.4%-16.4pp | 72.3%-25.3pp | 67.6%-20.6pp |
| Annual return | 27.84% | 41.66%-13.8pp | 773.79%-746.0pp | 35.59%-7.8pp |
| Employer contribution / active EE | $552 | $2,340-76.4% | $2,912-81.0% | $2,755-80.0% |
| Participant deferral / active EE | $1,682 | $3,281-48.7% | $4,319-61.0% | $4,296-60.8% |
| Admin fee / account holder | $2,731 | $4,981-45.2% | $7,386-63.0% | $6,918-60.5% |