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 | $176,119 | $108,919+61.7% | $100,391+75.4% | $145,922+20.7% |
| Participation rate | 53.8% | 82.9%-29.1pp | 81.5%-27.6pp | 80.3%-26.4pp |
| Annual return | 18.84% | 57.88%-39.0pp | 49.20%-30.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $789 | $4,419-82.2% | $3,942-80.0% | $4,660-83.1% |
| Participant deferral / active EE | $4,150 | $8,445-50.9% | $8,082-48.7% | $6,688-37.9% |
| Admin fee / account holder | $4,152 | $9,689-57.1% | $7,899-47.4% | $13,397-69.0% |