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 | $27,243+174.9% | $52,425+42.8% | $79,634-6.0% |
| Participation rate | 10.5% | 22.4%-11.9pp | 55.6%-45.1pp | 62.5%-52.0pp |
| Annual return | 19.29% | 63.36%-44.1pp | 302.12%-282.8pp | 36.46%-17.2pp |
| Employer contribution / active EE | $318 | $319-0.3% | $914-65.2% | $2,529-87.4% |
| Participant deferral / active EE | $546 | $636-14.1% | $1,790-69.5% | $3,835-85.8% |
| Admin fee / account holder | $1,417 | $2,105-32.7% | $2,495-43.2% | $1,002+41.4% |