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 | $187,651 | $83,902+123.7% | $167,512+12.0% | $84,808+121.3% |
| Participation rate | 36.4% | 66.5%-30.1pp | 77.1%-40.7pp | 68.3%-31.9pp |
| Annual return | 13.75% | 91.55%-77.8pp | 1615.79%-1602.0pp | 40.90%-27.2pp |
| Employer contribution / active EE | $837 | $2,264-63.0% | $3,882-78.4% | $2,631-68.2% |
| Participant deferral / active EE | $3,127 | $4,442-29.6% | $6,405-51.2% | $4,212-25.7% |
| Admin fee / account holder | $7,888 | $7,915-0.3% | $9,769-19.3% | $7,344+7.4% |