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 | $230,157 | $72,277+218.4% | $101,248+127.3% | $79,858+188.2% |
| Participation rate | 31.7% | 68.5%-36.8pp | 75.8%-44.1pp | 69.6%-37.9pp |
| Annual return | 13.63% | 22.30%-8.7pp | 46.47%-32.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,297 | $3,282+0.5% | $4,370-24.6% | $3,740-11.8% |
| Admin fee / account holder | $9,528 | $4,400+116.5% | $5,945+60.2% | $5,306+79.6% |