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 | $202,175 | $112,096+80.4% | $95,952+110.7% | $158,922+27.2% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 27.62% | 171.09%-143.5pp | 91.61%-64.0pp | 302.83%-275.2pp |
| Employer contribution / active EE | $955 | $3,198-70.1% | $2,541-62.4% | $4,761-79.9% |
| Participant deferral / active EE | $1,888 | $4,784-60.5% | $4,167-54.7% | $5,982-68.4% |
| Admin fee / account holder | $1,671 | $10,130-83.5% | $6,795-75.4% | $11,246-85.1% |