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 | $183,230 | $52,681+247.8% | $75,781+141.8% | $59,632+207.3% |
| Participation rate | 12.5% | 67.2%-54.7pp | 75.8%-63.3pp | 68.7%-56.2pp |
| Annual return | 2.46% | 2.95%-0.5pp | 9.68%-7.2pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $623 | $2,193-71.6% | $3,323-81.3% | $2,203-71.7% |
| Participant deferral / active EE | $1,459 | $2,591-43.7% | $3,651-60.0% | $3,192-54.3% |
| Admin fee / account holder | $599 | $3,610-83.4% | $5,299-88.7% | $4,297-86.1% |