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 | $227,419 | $99,079+129.5% | $77,999+191.6% | $273,961-17.0% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.5%-20.0pp | 83.0%-27.5pp |
| Annual return | 8.99% | 217.93%-208.9pp | 425.96%-417.0pp | 41.45%-32.5pp |
| Employer contribution / active EE | $887 | $3,308-73.2% | $2,470-64.1% | $4,869-81.8% |
| Participant deferral / active EE | $3,067 | $4,306-28.8% | $3,497-12.3% | $5,287-42.0% |
| Admin fee / account holder | $413 | $8,954-95.4% | $5,480-92.5% | $10,132-95.9% |