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 | $197,618 | $117,841+67.7% | $102,423+92.9% | $145,922+35.4% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 8.73% | 31.65%-22.9pp | 29.32%-20.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,132 | $3,615-68.7% | $3,023-62.6% | $4,660-75.7% |
| Participant deferral / active EE | $4,528 | $5,731-21.0% | $5,053-10.4% | $6,688-32.3% |
| Admin fee / account holder | $68,797 | $13,326+416.3% | $9,451+628.0% | $13,397+413.5% |