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 | $153,520 | $30,588+401.9% | $53,898+184.8% | $85,563+79.4% |
| Participation rate | 6.6% | 26.3%-19.8pp | 55.0%-48.4pp | 66.0%-59.4pp |
| Annual return | 14.45% | 50.42%-36.0pp | 528.60%-514.2pp | 31.51%-17.1pp |
| Employer contribution / active EE | $188 | $436-56.8% | $932-79.8% | $2,654-92.9% |
| Participant deferral / active EE | $431 | $848-49.2% | $1,826-76.4% | $4,375-90.1% |
| Admin fee / account holder | $15,735 | $1,879+737.4% | $2,491+531.7% | $834+1786.2% |