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 | $74,884 | $30,588+144.8% | $53,898+38.9% | $85,563-12.5% |
| Participation rate | 10.5% | 26.3%-15.8pp | 55.0%-44.4pp | 66.0%-55.4pp |
| Annual return | 19.29% | 50.42%-31.1pp | 528.60%-509.3pp | 31.51%-12.2pp |
| Employer contribution / active EE | $318 | $436-27.0% | $932-65.9% | $2,654-88.0% |
| Participant deferral / active EE | $546 | $848-35.6% | $1,826-70.1% | $4,375-87.5% |
| Admin fee / account holder | $1,417 | $1,879-24.6% | $2,491-43.1% | $834+69.9% |