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 | $120,114 | $80,724+48.8% | $103,333+16.2% | $74,495+61.2% |
| Participation rate | 22.8% | 65.7%-42.9pp | 74.5%-51.7pp | 67.2%-44.4pp |
| Annual return | 15.82% | 27.56%-11.7pp | 24.88%-9.1pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,599 | $3,157-49.4% | $3,868-58.7% | $2,623-39.0% |
| Participant deferral / active EE | $2,211 | $3,860-42.7% | $5,057-56.3% | $4,346-49.1% |
| Admin fee / account holder | $7,896 | $2,368+233.4% | $8,355-5.5% | $1,942+306.6% |