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 | $234,890 | $99,985+134.9% | $146,665+60.2% | $85,850+173.6% |
| Participation rate | 24.0% | 73.1%-49.1pp | 80.1%-56.1pp | 69.3%-45.3pp |
| Annual return | 17.92% | 18.93%-1.0pp | 22.74%-4.8pp | 318.53%-300.6pp |
| Employer contribution / active EE | $732 | $2,559-71.4% | $4,136-82.3% | $2,565-71.5% |
| Participant deferral / active EE | $2,382 | $4,006-40.5% | $5,506-56.7% | $3,952-39.7% |
| Admin fee / account holder | $9,978 | $7,702+29.5% | $10,280-2.9% | $6,260+59.4% |