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 | $238,436 | $103,376+130.6% | $87,100+173.7% | $152,861+56.0% |
| Participation rate | 37.5% | 79.3%-41.8pp | 76.9%-39.4pp | 82.4%-44.9pp |
| Annual return | 24.07% | 28.10%-4.0pp | 28.19%-4.1pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,214 | $3,220-62.3% | $2,521-51.9% | $4,762-74.5% |
| Participant deferral / active EE | $3,118 | $4,778-34.7% | $4,049-23.0% | $5,850-46.7% |
| Admin fee / account holder | $16,842 | $12,205+38.0% | $7,497+124.7% | $11,596+45.2% |