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 | $207,964 | $69,207+200.5% | $64,056+224.7% | $139,434+49.1% |
| Participation rate | 46.2% | 75.6%-29.4pp | 72.3%-26.1pp | 80.3%-34.2pp |
| Annual return | 15.07% | 45.88%-30.8pp | 33.69%-18.6pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,114 | $3,182-65.0% | $2,747-59.4% | $4,751-76.5% |
| Participant deferral / active EE | $4,031 | $4,682-13.9% | $3,880+3.9% | $6,710-39.9% |
| Admin fee / account holder | $1,670 | $4,244-60.7% | $3,068-45.6% | $11,403-85.4% |