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 | $242,118 | $106,890+126.5% | $84,015+188.2% | $152,861+58.4% |
| Participation rate | 23.8% | 75.2%-51.4pp | 69.0%-45.2pp | 82.4%-58.6pp |
| Annual return | 26.56% | 104.99%-78.4pp | 71.31%-44.7pp | 345.32%-318.8pp |
| Employer contribution / active EE | $787 | $2,734-71.2% | $1,983-60.3% | $4,762-83.5% |
| Participant deferral / active EE | $2,853 | $4,011-28.9% | $3,239-11.9% | $5,850-51.2% |
| Admin fee / account holder | $2,211 | $8,285-73.3% | $6,101-63.8% | $11,596-80.9% |