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 | $191,231 | $58,694+225.8% | $142,863+33.9% | $85,850+122.8% |
| Participation rate | 43.1% | 58.5%-15.3pp | 71.9%-28.8pp | 69.3%-26.2pp |
| Annual return | 17.77% | 27.72%-9.9pp | 5637.54%-5619.8pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,269 | $1,423-10.8% | $4,144-69.4% | $2,565-50.5% |
| Participant deferral / active EE | $2,067 | $2,607-20.7% | $3,837-46.1% | $3,952-47.7% |
| Admin fee / account holder | $18,406 | $4,239+334.2% | $6,560+180.6% | $6,260+194.0% |