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 | $194,480 | $29,660+555.7% | $56,411+244.8% | $80,856+140.5% |
| Participation rate | 10.2% | 41.6%-31.4pp | 52.5%-42.3pp | 67.6%-57.4pp |
| Annual return | 17.27% | 35.23%-18.0pp | 1701.33%-1684.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $504 | $669-24.8% | $1,039-51.5% | $2,755-81.7% |
| Participant deferral / active EE | $2,183 | $1,226+78.0% | $1,952+11.8% | $4,296-49.2% |
| Admin fee / account holder | $5,317 | $2,428+119.0% | $2,829+88.0% | $6,918-23.1% |