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 | $187,813 | $106,515+76.3% | $96,683+94.3% | $139,434+34.7% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.3%-45.8pp | 80.3%-51.7pp |
| Annual return | 14.72% | 38.43%-23.7pp | 35.69%-21.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,185 | $4,103-71.1% | $3,737-68.3% | $4,751-75.0% |
| Participant deferral / active EE | $2,762 | $5,454-49.4% | $4,878-43.4% | $6,710-58.8% |
| Admin fee / account holder | $63,735 | $7,877+709.1% | $6,730+847.1% | $11,403+459.0% |