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 | $197,570 | $111,754+76.8% | $103,333+91.2% | $145,922+35.4% |
| Participation rate | 34.8% | 77.9%-43.2pp | 74.5%-39.7pp | 80.3%-45.5pp |
| Annual return | 13.91% | 24.77%-10.9pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,689 | $4,212-59.9% | $3,868-56.3% | $4,660-63.8% |
| Participant deferral / active EE | $5,503 | $5,619-2.1% | $5,057+8.8% | $6,688-17.7% |
| Admin fee / account holder | $22,607 | $9,750+131.9% | $8,355+170.6% | $13,397+68.7% |