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 | $75,267 | $29,319+156.7% | $52,425+43.6% | $82,448-8.7% |
| Participation rate | 25.0% | 46.9%-21.9pp | 55.6%-30.6pp | 68.1%-43.1pp |
| Annual return | 14.63% | 535.20%-520.6pp | 302.12%-287.5pp | 41.64%-27.0pp |
| Employer contribution / active EE | $452 | $586-22.9% | $914-50.6% | $2,551-82.3% |
| Participant deferral / active EE | $1,885 | $1,171+60.9% | $1,790+5.3% | $4,139-54.5% |
| Admin fee / account holder | $6,553 | $1,962+234.0% | $2,495+162.6% | $7,234-9.4% |