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 | $241,021 | $100,773+139.2% | $88,946+171.0% | $142,382+69.3% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.8%-43.8pp | 80.1%-55.1pp |
| Annual return | 12.19% | 70.18%-58.0pp | 57.82%-45.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $642 | $2,918-78.0% | $2,555-74.9% | $4,299-85.1% |
| Participant deferral / active EE | $4,815 | $5,230-7.9% | $4,581+5.1% | $6,507-26.0% |
| Admin fee / account holder | $111,558 | $9,693+1050.9% | $8,261+1250.4% | $12,624+783.7% |