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 | $170,327 | $115,770+47.1% | $101,248+68.2% | $158,922+7.2% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 13.95% | 56.14%-42.2pp | 46.47%-32.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,708 | $4,175-59.1% | $3,660-53.3% | $4,761-64.1% |
| Participant deferral / active EE | $5,333 | $4,957+7.6% | $4,370+22.0% | $5,982-10.8% |
| Admin fee / account holder | $30,003 | $7,245+314.1% | $5,945+404.6% | $11,246+166.8% |