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 | $228,554 | $118,849+92.3% | $96,562+136.7% | $167,490+36.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 10.08% | 50.49%-40.4pp | 37.78%-27.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $561 | $3,120-82.0% | $2,356-76.2% | $4,837-88.4% |
| Participant deferral / active EE | $1,678 | $4,616-63.7% | $3,849-56.4% | $6,341-73.5% |
| Admin fee / account holder | $3,118 | $8,065-61.3% | $6,181-49.6% | $12,309-74.7% |