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 | $227,382 | $107,452+111.6% | $91,541+148.4% | $142,382+59.7% |
| Participation rate | 18.2% | 75.1%-56.9pp | 69.8%-51.6pp | 80.1%-61.9pp |
| Annual return | 15.00% | 22.06%-7.1pp | 20.50%-5.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $511 | $2,994-83.0% | $2,505-79.6% | $4,299-88.1% |
| Participant deferral / active EE | $1,841 | $4,754-61.3% | $4,008-54.1% | $6,507-71.7% |
| Admin fee / account holder | $7,706 | $8,834-12.8% | $6,956+10.8% | $12,624-39.0% |