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 | $73,021 | $29,319+149.1% | $52,425+39.3% | $82,448-11.4% |
| Participation rate | 20.0% | 46.9%-26.9pp | 55.6%-35.6pp | 68.1%-48.1pp |
| Annual return | 16.98% | 535.20%-518.2pp | 302.12%-285.1pp | 41.64%-24.7pp |
| Employer contribution / active EE | $510 | $586-13.0% | $914-44.2% | $2,551-80.0% |
| Participant deferral / active EE | $1,405 | $1,171+19.9% | $1,790-21.6% | $4,139-66.1% |
| Admin fee / account holder | $1,755 | $1,962-10.5% | $2,495-29.6% | $7,234-75.7% |