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 | $149,148 | $31,310+376.4% | $53,898+176.7% | $74,304+100.7% |
| Participation rate | 8.8% | 30.7%-21.9pp | 55.0%-46.2pp | 60.3%-51.6pp |
| Annual return | 20.33% | 23.16%-2.8pp | 528.60%-508.3pp | 29.43%-9.1pp |
| Employer contribution / active EE | $372 | $450-17.2% | $932-60.1% | $2,241-83.4% |
| Participant deferral / active EE | $771 | $934-17.4% | $1,826-57.8% | $3,767-79.5% |
| Admin fee / account holder | $2,398 | $2,175+10.2% | $2,491-3.7% | $2,969-19.2% |