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 | $216,532 | $109,881+97.1% | $150,045+44.3% | $84,808+155.3% |
| Participation rate | 23.3% | 76.1%-52.8pp | 82.3%-59.0pp | 68.3%-45.0pp |
| Annual return | 14.99% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,245 | $3,561-65.0% | $4,693-73.5% | $2,631-52.7% |
| Participant deferral / active EE | $3,882 | $6,636-41.5% | $7,997-51.5% | $4,212-7.8% |
| Admin fee / account holder | $19,693 | $8,568+129.8% | $13,435+46.6% | $7,344+168.2% |