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 | $199,276 | $111,754+78.3% | $103,333+92.8% | $145,922+36.6% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.0pp |
| Annual return | 12.78% | 24.77%-12.0pp | 24.88%-12.1pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,000 | $4,212-52.5% | $3,868-48.3% | $4,660-57.1% |
| Participant deferral / active EE | $5,814 | $5,619+3.5% | $5,057+15.0% | $6,688-13.1% |
| Admin fee / account holder | $528 | $9,750-94.6% | $8,355-93.7% | $13,397-96.1% |