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 | $214,357 | $102,966+108.2% | $90,281+137.4% | $152,861+40.2% |
| Participation rate | 16.7% | 75.9%-59.2pp | 73.3%-56.6pp | 82.4%-65.8pp |
| Annual return | 25.07% | 95.16%-70.1pp | 78.10%-53.0pp | 345.32%-320.2pp |
| Employer contribution / active EE | $657 | $3,139-79.1% | $2,854-77.0% | $4,762-86.2% |
| Participant deferral / active EE | $1,149 | $4,281-73.2% | $3,885-70.4% | $5,850-80.4% |
| Admin fee / account holder | $1,104 | $6,171-82.1% | $5,351-79.4% | $11,596-90.5% |