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 | $242,180 | $162,781+48.8% | $133,956+80.8% | $158,922+52.4% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 15.64% | 41.94%-26.3pp | 45.09%-29.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,428 | $4,975-71.3% | $3,919-63.6% | $4,761-70.0% |
| Participant deferral / active EE | $2,197 | $5,911-62.8% | $5,048-56.5% | $5,982-63.3% |
| Admin fee / account holder | $924 | $11,736-92.1% | $8,927-89.6% | $11,246-91.8% |