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 | $174,989 | $65,041+169.0% | $90,951+92.4% | $79,858+119.1% |
| Participation rate | 21.2% | 61.6%-40.4pp | 69.0%-47.8pp | 69.6%-48.4pp |
| Annual return | 11.95% | 30.45%-18.5pp | 134.60%-122.6pp | 31.71%-19.8pp |
| Employer contribution / active EE | $257 | $1,247-79.4% | $2,122-87.9% | $2,471-89.6% |
| Participant deferral / active EE | $1,559 | $2,512-37.9% | $3,373-53.8% | $3,740-58.3% |
| Admin fee / account holder | $19,774 | $4,536+335.9% | $5,959+231.9% | $5,306+272.6% |