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 | $197,283 | $72,277+173.0% | $101,248+94.9% | $79,858+147.0% |
| Participation rate | 51.6% | 68.5%-16.8pp | 75.8%-24.2pp | 69.6%-18.0pp |
| Annual return | 16.59% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $876 | $2,692-67.5% | $3,660-76.1% | $2,471-64.5% |
| Participant deferral / active EE | $2,314 | $3,282-29.5% | $4,370-47.0% | $3,740-38.1% |
| Admin fee / account holder | $18,986 | $4,400+331.5% | $5,945+219.3% | $5,306+257.8% |