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 | $106,058 | $30,400+248.9% | $53,898+96.8% | $84,808+25.1% |
| Participation rate | 29.2% | 46.4%-17.3pp | 55.0%-25.8pp | 68.3%-39.1pp |
| Annual return | 17.16% | 500.19%-483.0pp | 528.60%-511.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $787 | $603+30.5% | $932-15.6% | $2,631-70.1% |
| Participant deferral / active EE | $1,199 | $1,1990% | $1,826-34.4% | $4,212-71.5% |
| Admin fee / account holder | $871 | $1,993-56.3% | $2,491-65.0% | $7,344-88.1% |