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 | $217,257 | $81,460+166.7% | $103,333+110.2% | $80,856+168.7% |
| Participation rate | 25.0% | 66.8%-41.8pp | 74.5%-49.5pp | 67.6%-42.6pp |
| Annual return | 10.82% | 25.55%-14.7pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,633 | $3,105-47.4% | $3,868-57.8% | $2,755-40.7% |
| Participant deferral / active EE | $3,666 | $3,869-5.2% | $5,057-27.5% | $4,296-14.7% |
| Admin fee / account holder | $7,326 | $6,566+11.6% | $8,355-12.3% | $6,918+5.9% |