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 | $248,494 | $111,535+122.8% | $105,223+136.2% | $137,256+81.0% |
| Participation rate | 30.8% | 78.1%-47.3pp | 75.0%-44.3pp | 80.0%-49.2pp |
| Annual return | 15.56% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,033 | $3,939-73.8% | $3,689-72.0% | $4,156-75.1% |
| Participant deferral / active EE | $5,422 | $5,500-1.4% | $5,072+6.9% | $6,407-15.4% |
| Admin fee / account holder | $15,338 | $9,721+57.8% | $8,859+73.1% | $12,270+25.0% |