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 | $234,696 | $85,022+176.0% | $70,515+232.8% | $139,434+68.3% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 18.37% | 30.38%-12.0pp | 32.77%-14.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,048 | $3,909-73.2% | $2,973-64.8% | $4,751-77.9% |
| Participant deferral / active EE | $4,200 | $5,890-28.7% | $4,567-8.0% | $6,710-37.4% |
| Admin fee / account holder | $40,617 | $8,906+356.1% | $6,412+533.5% | $11,403+256.2% |