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 | $225,251 | $30,400+641.0% | $53,898+317.9% | $84,808+165.6% |
| Participation rate | 20.0% | 46.4%-26.4pp | 55.0%-35.0pp | 68.3%-48.3pp |
| Annual return | 17.55% | 500.19%-482.6pp | 528.60%-511.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $450 | $603-25.3% | $932-51.7% | $2,631-82.9% |
| Participant deferral / active EE | $1,856 | $1,199+54.8% | $1,826+1.6% | $4,212-55.9% |
| Admin fee / account holder | $4,619 | $1,993+131.7% | $2,491+85.4% | $7,344-37.1% |