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 | $210,063 | $87,037+141.3% | $106,201+97.8% | $80,874+159.7% |
| Participation rate | 42.5% | 70.4%-27.9pp | 75.3%-32.8pp | 67.6%-25.1pp |
| Annual return | 11.57% | 17.05%-5.5pp | 116.26%-104.7pp | 35.62%-24.0pp |
| Employer contribution / active EE | $939 | $2,396-60.8% | $3,170-70.4% | $2,756-65.9% |
| Participant deferral / active EE | $2,705 | $3,986-32.1% | $5,012-46.0% | $4,297-37.0% |
| Admin fee / account holder | $34,724 | $8,434+311.7% | $11,039+214.5% | $6,935+400.7% |