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 | $218,542 | $97,125+125.0% | $86,233+153.4% | $137,256+59.2% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.0%-24.6pp | 80.0%-35.5pp |
| Annual return | 13.16% | 74.19%-61.0pp | 61.39%-48.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $811 | $2,841-71.5% | $2,504-67.6% | $4,156-80.5% |
| Participant deferral / active EE | $1,378 | $5,180-73.4% | $4,559-69.8% | $6,407-78.5% |
| Admin fee / account holder | $506 | $9,725-94.8% | $8,342-93.9% | $12,270-95.9% |