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 | $212,590 | $91,552+132.2% | $133,956+58.7% | $79,858+166.2% |
| Participation rate | 22.0% | 73.3%-51.3pp | 79.8%-57.8pp | 69.6%-47.6pp |
| Annual return | 12.51% | 61.85%-49.3pp | 45.09%-32.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,320 | $2,384-44.6% | $3,919-66.3% | $2,471-46.6% |
| Participant deferral / active EE | $2,179 | $3,733-41.6% | $5,048-56.8% | $3,740-41.7% |
| Admin fee / account holder | $1,780 | $6,321-71.8% | $8,927-80.1% | $5,306-66.5% |