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 | $153,250 | $111,754+37.1% | $103,333+48.3% | $145,922+5.0% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 16.33% | 24.77%-8.4pp | 24.88%-8.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $924 | $4,212-78.1% | $3,868-76.1% | $4,660-80.2% |
| Participant deferral / active EE | $1,624 | $5,619-71.1% | $5,057-67.9% | $6,688-75.7% |
| Admin fee / account holder | $1,551 | $9,750-84.1% | $8,355-81.4% | $13,397-88.4% |