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 | $237,369 | $24,730+859.8% | $66,042+259.4% | $84,808+179.9% |
| Participation rate | 12.5% | 68.1%-55.6pp | 67.5%-55.0pp | 68.3%-55.8pp |
| Annual return | 16.39% | 79.55%-63.2pp | 52.11%-35.7pp | 40.90%-24.5pp |
| Employer contribution / active EE | $266 | $857-69.0% | $1,579-83.2% | $2,631-89.9% |
| Participant deferral / active EE | $845 | $1,737-51.4% | $2,835-70.2% | $4,212-79.9% |
| Admin fee / account holder | $19,382 | $3,014+543.1% | $5,747+237.3% | $7,344+163.9% |