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 | $248,444 | $81,460+205.0% | $103,333+140.4% | $80,856+207.3% |
| Participation rate | 21.9% | 66.8%-45.0pp | 74.5%-52.6pp | 67.6%-45.8pp |
| Annual return | 17.48% | 25.55%-8.1pp | 24.88%-7.4pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,200 | $3,105-61.4% | $3,868-69.0% | $2,755-56.4% |
| Participant deferral / active EE | $2,664 | $3,869-31.1% | $5,057-47.3% | $4,296-38.0% |
| Admin fee / account holder | $20,695 | $6,566+215.2% | $8,355+147.7% | $6,918+199.1% |