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 | $136,991 | $61,272+123.6% | $149,673-8.5% | $71,457+91.7% |
| Participation rate | 29.8% | 62.5%-32.7pp | 78.8%-49.0pp | 67.9%-38.1pp |
| Annual return | 19.14% | 35.85%-16.7pp | 134.42%-115.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $618 | $2,378-74.0% | $4,818-87.2% | $2,588-76.1% |
| Participant deferral / active EE | $1,452 | $2,917-50.2% | $5,680-74.4% | $4,289-66.1% |
| Admin fee / account holder | $2,497 | $1,261+98.0% | $13,210-81.1% | $1,587+57.3% |