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 | $136,256 | $51,638+163.9% | $68,368+99.3% | $82,448+65.3% |
| Participation rate | 25.9% | 63.6%-37.7pp | 73.8%-47.8pp | 68.1%-42.1pp |
| Annual return | 23.85% | 37.53%-13.7pp | 292.57%-268.7pp | 41.64%-17.8pp |
| Employer contribution / active EE | $932 | $2,047-54.5% | $2,649-64.8% | $2,551-63.5% |
| Participant deferral / active EE | $2,467 | $2,914-15.3% | $4,123-40.2% | $4,139-40.4% |
| Admin fee / account holder | $673 | $4,643-85.5% | $5,150-86.9% | $7,234-90.7% |