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 | $222,708 | $77,899+185.9% | $149,673+48.8% | $75,163+196.3% |
| Participation rate | 61.1% | 65.6%-4.5pp | 78.8%-17.7pp | 67.2%-6.1pp |
| Annual return | 15.97% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $761 | $3,137-75.7% | $4,818-84.2% | $2,670-71.5% |
| Participant deferral / active EE | $3,460 | $3,411+1.4% | $5,680-39.1% | $4,125-16.1% |
| Admin fee / account holder | $41,681 | $5,956+599.8% | $13,210+215.5% | $5,651+637.6% |