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 | $226,088 | $108,172+109.0% | $77,482+191.8% | $158,922+42.3% |
| Participation rate | 30.0% | 64.4%-34.4pp | 54.2%-24.2pp | 82.0%-52.0pp |
| Annual return | 18.54% | 31.67%-13.1pp | 54.79%-36.2pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,875 | $1,325+41.5% | $986+90.1% | $4,761-60.6% |
| Participant deferral / active EE | $5,850 | $2,456+138.2% | $1,861+214.3% | $5,982-2.2% |
| Admin fee / account holder | $1,220 | $3,708-67.1% | $2,858-57.3% | $11,246-89.2% |