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 | $153,454 | $85,022+80.5% | $70,515+117.6% | $139,434+10.1% |
| Participation rate | 40.0% | 73.9%-33.9pp | 68.3%-28.3pp | 80.3%-40.3pp |
| Annual return | 17.55% | 30.38%-12.8pp | 32.77%-15.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,472 | $5,890+77.8% | $4,567+129.3% | $6,710+56.1% |
| Admin fee / account holder | $14,851 | $8,906+66.8% | $6,412+131.6% | $11,403+30.2% |