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 | $214,321 | $117,983+81.7% | $101,794+110.5% | $142,382+50.5% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.2%-49.2pp | 80.1%-60.1pp |
| Annual return | 16.51% | 36.92%-20.4pp | 30.53%-14.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $708 | $2,773-74.5% | $2,289-69.1% | $4,299-83.5% |
| Participant deferral / active EE | $1,966 | $4,714-58.3% | $4,084-51.9% | $6,507-69.8% |
| Admin fee / account holder | $1,679 | $10,433-83.9% | $8,777-80.9% | $12,624-86.7% |