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 | $112,374 | $63,346+77.4% | $92,233+21.8% | $70,131+60.2% |
| Participation rate | 27.5% | 68.7%-41.2pp | 76.5%-49.0pp | 69.5%-42.1pp |
| Annual return | 22.45% | 530.12%-507.7pp | 176.28%-153.8pp | 73.14%-50.7pp |
| Employer contribution / active EE | $1,232 | $2,471-50.2% | $3,679-66.5% | $2,342-47.4% |
| Participant deferral / active EE | $2,286 | $2,854-19.9% | $3,897-41.3% | $3,332-31.4% |
| Admin fee / account holder | $3,093 | $3,840-19.5% | $5,194-40.4% | $4,645-33.4% |