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 | $221,698 | $104,974+111.2% | $95,585+131.9% | $142,382+55.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 15.84% | 210.33%-194.5pp | 38.56%-22.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,588 | $2,779-42.8% | $2,527-37.1% | $4,299-63.1% |
| Participant deferral / active EE | $6,466 | $4,352+48.6% | $4,023+60.7% | $6,507-0.6% |
| Admin fee / account holder | $749 | $6,386-88.3% | $6,127-87.8% | $12,624-94.1% |