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 | $159,375 | $101,069+57.7% | $81,478+95.6% | $147,584+8.0% |
| Participation rate | 18.2% | 74.5%-56.3pp | 68.0%-49.8pp | 82.8%-64.6pp |
| Annual return | 11.37% | 32.40%-21.0pp | 38.78%-27.4pp | 578.55%-567.2pp |
| Employer contribution / active EE | $206 | $3,205-93.6% | $2,568-92.0% | $4,876-95.8% |
| Participant deferral / active EE | $745 | $4,242-82.4% | $3,537-78.9% | $5,439-86.3% |
| Admin fee / account holder | $34,546 | $5,812+494.4% | $4,561+657.4% | $10,885+217.4% |