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 | $199,689 | $91,552+118.1% | $133,956+49.1% | $79,858+150.1% |
| Participation rate | 68.4% | 73.3%-4.9pp | 79.8%-11.4pp | 69.6%-1.2pp |
| Annual return | 15.53% | 61.85%-46.3pp | 45.09%-29.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $798 | $2,384-66.5% | $3,919-79.6% | $2,471-67.7% |
| Participant deferral / active EE | $2,704 | $3,733-27.6% | $5,048-46.4% | $3,740-27.7% |
| Admin fee / account holder | $10,571 | $6,321+67.2% | $8,927+18.4% | $5,306+99.2% |