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 | $162,492 | $99,652+63.1% | $78,778+106.3% | $147,584+10.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 11.33% | 47.28%-36.0pp | 35.62%-24.3pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,423 | $2,796-49.1% | $1,986-28.3% | $4,876-70.8% |
| Participant deferral / active EE | $2,199 | $3,664-40.0% | $2,958-25.7% | $5,439-59.6% |
| Admin fee / account holder | $18,057 | $7,155+152.4% | $5,134+251.7% | $10,885+65.9% |