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 | $146,961 | $69,207+112.3% | $64,056+129.4% | $139,434+5.4% |
| Participation rate | 52.4% | 75.6%-23.2pp | 72.3%-19.9pp | 80.3%-27.9pp |
| Annual return | 13.15% | 45.88%-32.7pp | 33.69%-20.5pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,227 | $3,182-30.0% | $2,747-18.9% | $4,751-53.1% |
| Participant deferral / active EE | $6,323 | $4,682+35.1% | $3,880+63.0% | $6,710-5.8% |
| Admin fee / account holder | $24,921 | $4,244+487.2% | $3,068+712.2% | $11,403+118.6% |