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 | $167,477 | $91,552+82.9% | $133,956+25.0% | $79,858+109.7% |
| Participation rate | 16.4% | 73.3%-57.0pp | 79.8%-63.5pp | 69.6%-53.3pp |
| Annual return | 20.65% | 61.85%-41.2pp | 45.09%-24.4pp | 31.71%-11.1pp |
| Employer contribution / active EE | $885 | $2,384-62.9% | $3,919-77.4% | $2,471-64.2% |
| Participant deferral / active EE | $1,929 | $3,733-48.3% | $5,048-61.8% | $3,740-48.4% |
| Admin fee / account holder | $10,375 | $6,321+64.1% | $8,927+16.2% | $5,306+95.5% |