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 | $117,439 | $30,400+286.3% | $53,898+117.9% | $84,808+38.5% |
| Participation rate | 23.7% | 46.4%-22.7pp | 55.0%-31.2pp | 68.3%-44.6pp |
| Annual return | 14.77% | 500.19%-485.4pp | 528.60%-513.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $302 | $603-49.8% | $932-67.6% | $2,631-88.5% |
| Participant deferral / active EE | $1,343 | $1,199+12.1% | $1,826-26.4% | $4,212-68.1% |
| Admin fee / account holder | $4,909 | $1,993+146.3% | $2,491+97.1% | $7,344-33.1% |