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 | $197,180 | $98,750+99.7% | $149,696+31.7% | $79,858+146.9% |
| Participation rate | 29.0% | 75.8%-46.7pp | 82.5%-53.4pp | 69.6%-40.6pp |
| Annual return | 15.37% | 27.43%-12.1pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $932 | $3,216-71.0% | $4,644-79.9% | $2,471-62.3% |
| Participant deferral / active EE | $2,742 | $5,680-51.7% | $6,842-59.9% | $3,740-26.7% |
| Admin fee / account holder | $56,855 | $6,053+839.3% | $9,309+510.8% | $5,306+971.5% |