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 | $220,517 | $104,664+110.7% | $85,682+157.4% | $167,490+31.7% |
| Participation rate | 22.2% | 76.4%-54.1pp | 69.9%-47.6pp | 82.1%-59.9pp |
| Annual return | 38.65% | 21.45%+17.2pp | 21.49%+17.2pp | 478.56%-439.9pp |
| Employer contribution / active EE | $1,225 | $3,337-63.3% | $2,618-53.2% | $4,837-74.7% |
| Participant deferral / active EE | $4,965 | $4,824+2.9% | $3,923+26.6% | $6,341-21.7% |
| Admin fee / account holder | $1,763 | $10,032-82.4% | $6,873-74.4% | $12,309-85.7% |