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 | $209,842 | $111,754+87.8% | $103,333+103.1% | $145,922+43.8% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-21.9pp |
| Annual return | 38.21% | 24.77%+13.4pp | 24.88%+13.3pp | 561.29%-523.1pp |
| Employer contribution / active EE | $1,349 | $4,212-68.0% | $3,868-65.1% | $4,660-71.1% |
| Participant deferral / active EE | $3,813 | $5,619-32.1% | $5,057-24.6% | $6,688-43.0% |
| Admin fee / account holder | $7,837 | $9,750-19.6% | $8,355-6.2% | $13,397-41.5% |