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 | $103,010 | $49,922+106.3% | $80,569+27.9% | $75,163+37.0% |
| Participation rate | 20.6% | 55.3%-34.7pp | 67.0%-46.4pp | 67.2%-46.6pp |
| Annual return | 24.17% | 34.69%-10.5pp | 935.43%-911.3pp | 160.62%-136.4pp |
| Employer contribution / active EE | $769 | $1,698-54.7% | $2,723-71.7% | $2,670-71.2% |
| Participant deferral / active EE | $2,352 | $2,990-21.4% | $4,447-47.1% | $4,125-43.0% |
| Admin fee / account holder | $8,231 | $3,577+130.1% | $5,377+53.1% | $5,651+45.7% |