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 | $229,339 | $77,899+194.4% | $149,673+53.2% | $75,163+205.1% |
| Participation rate | 26.1% | 65.6%-39.5pp | 78.8%-52.7pp | 67.2%-41.1pp |
| Annual return | 43.60% | 31.72%+11.9pp | 134.42%-90.8pp | 160.62%-117.0pp |
| Employer contribution / active EE | $818 | $3,137-73.9% | $4,818-83.0% | $2,670-69.3% |
| Participant deferral / active EE | $1,815 | $3,411-46.8% | $5,680-68.0% | $4,125-56.0% |
| Admin fee / account holder | $5,222 | $5,956-12.3% | $13,210-60.5% | $5,651-7.6% |