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 | $191,620 | $65,041+194.6% | $90,951+110.7% | $79,858+140.0% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | 19.07% | 30.45%-11.4pp | 134.60%-115.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,164 | $1,247-6.6% | $2,122-45.1% | $2,471-52.9% |
| Participant deferral / active EE | $1,981 | $2,512-21.1% | $3,373-41.3% | $3,740-47.0% |
| Admin fee / account holder | $35,438 | $4,536+681.2% | $5,959+494.7% | $5,306+567.8% |