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 | $217,922 | $89,753+142.8% | $107,525+102.7% | $84,808+157.0% |
| Participation rate | 65.7% | 68.1%-2.3pp | 75.1%-9.4pp | 68.3%-2.6pp |
| Annual return | 14.07% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,495 | $3,113-19.9% | $3,754-33.5% | $2,631-5.2% |
| Participant deferral / active EE | $3,579 | $4,056-11.8% | $5,116-30.0% | $4,212-15.0% |
| Admin fee / account holder | $80,015 | $7,222+1007.9% | $8,919+797.2% | $7,344+989.6% |