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 | $56,060+82.2% | $76,002+34.4% | $80,874+26.3% |
| Participation rate | 28.6% | 62.0%-33.5pp | 69.1%-40.5pp | 67.6%-39.1pp |
| Annual return | 11.81% | 20.54%-8.7pp | 360.07%-348.3pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,252 | $1,873-33.2% | $2,688-53.4% | $2,756-54.6% |
| Participant deferral / active EE | $1,988 | $3,051-34.8% | $4,257-53.3% | $4,297-53.7% |
| Admin fee / account holder | $22,213 | $5,237+324.1% | $6,414+246.3% | $6,935+220.3% |