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 | $92,564 | $58,927+57.1% | $76,817+20.5% | $72,985+26.8% |
| Participation rate | 26.7% | 67.3%-40.7pp | 72.1%-45.4pp | 69.5%-42.8pp |
| Annual return | 19.85% | 2305.64%-2285.8pp | 1166.11%-1146.3pp | 81.00%-61.2pp |
| Employer contribution / active EE | $512 | $1,787-71.3% | $2,302-77.7% | $2,440-79.0% |
| Participant deferral / active EE | $1,056 | $2,690-60.7% | $3,336-68.3% | $3,607-70.7% |
| Admin fee / account holder | $23,044 | $4,013+474.3% | $6,420+259.0% | $5,124+349.7% |