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 | $215,279 | $60,022+258.7% | $88,946+142.0% | $84,808+153.8% |
| Participation rate | 21.1% | 57.8%-36.8pp | 68.8%-47.8pp | 68.3%-47.3pp |
| Annual return | 16.63% | 22.43%-5.8pp | 57.82%-41.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $725 | $1,703-57.4% | $2,555-71.6% | $2,631-72.4% |
| Participant deferral / active EE | $1,937 | $3,114-37.8% | $4,581-57.7% | $4,212-54.0% |
| Admin fee / account holder | $2,011 | $4,811-58.2% | $8,261-75.7% | $7,344-72.6% |