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 | $211,785 | $93,346+126.9% | $71,796+195.0% | $273,961-22.7% |
| Participation rate | 28.6% | 76.5%-48.0pp | 69.1%-40.5pp | 83.0%-54.4pp |
| Annual return | 7.28% | 130.39%-123.1pp | 78.04%-70.8pp | 41.45%-34.2pp |
| Employer contribution / active EE | $329 | $2,733-88.0% | $1,924-82.9% | $4,869-93.3% |
| Participant deferral / active EE | $1,077 | $3,475-69.0% | $2,794-61.5% | $5,287-79.6% |
| Admin fee / account holder | $11,206 | $6,571+70.5% | $4,815+132.7% | $10,132+10.6% |