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 | $241,632 | $100,773+139.8% | $88,946+171.7% | $142,382+69.7% |
| Participation rate | 54.2% | 74.3%-20.1pp | 68.8%-14.7pp | 80.1%-26.0pp |
| Annual return | 14.36% | 70.18%-55.8pp | 57.82%-43.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $601 | $2,918-79.4% | $2,555-76.5% | $4,299-86.0% |
| Participant deferral / active EE | $5,721 | $5,230+9.4% | $4,581+24.9% | $6,507-12.1% |
| Admin fee / account holder | $2,388 | $9,693-75.4% | $8,261-71.1% | $12,624-81.1% |