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 | $102,119 | $56,053+82.2% | $75,972+34.4% | $80,856+26.3% |
| Participation rate | 28.6% | 62.0%-33.5pp | 69.1%-40.5pp | 67.6%-39.1pp |
| Annual return | 11.81% | 20.53%-8.7pp | 359.55%-347.7pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,252 | $1,874-33.2% | $2,685-53.4% | $2,755-54.6% |
| Participant deferral / active EE | $1,988 | $3,052-34.9% | $4,255-53.3% | $4,296-53.7% |
| Admin fee / account holder | $22,213 | $5,234+324.4% | $6,467+243.5% | $6,918+221.1% |