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 | $213,547 | $70,428+203.2% | $96,562+121.1% | $85,850+148.7% |
| Participation rate | 20.0% | 61.8%-41.8pp | 69.8%-49.8pp | 69.3%-49.3pp |
| Annual return | 11.56% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,222 | $1,413-13.5% | $2,356-48.1% | $2,565-52.3% |
| Participant deferral / active EE | $2,377 | $2,894-17.8% | $3,849-38.2% | $3,952-39.8% |
| Admin fee / account holder | $4,310 | $4,997-13.7% | $6,181-30.3% | $6,260-31.2% |