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 | $201,699 | $114,381+76.3% | $107,525+87.6% | $142,382+41.7% |
| Participation rate | 41.7% | 78.1%-36.5pp | 75.1%-33.4pp | 80.1%-38.5pp |
| Annual return | 13.95% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,589 | $4,015-60.4% | $3,754-57.7% | $4,299-63.0% |
| Participant deferral / active EE | $4,928 | $5,564-11.4% | $5,116-3.7% | $6,507-24.3% |
| Admin fee / account holder | $60,003 | $9,860+508.5% | $8,919+572.8% | $12,624+375.3% |