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 | $117,021 | $99,341+17.8% | $84,750+38.1% | $273,961-57.3% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | 9.59% | 22.93%-13.3pp | 22.78%-13.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,267 | $4,214-69.9% | $3,574-64.5% | $4,869-74.0% |
| Participant deferral / active EE | $5,318 | $4,269+24.6% | $3,712+43.3% | $5,287+0.6% |
| Admin fee / account holder | $1,779 | $6,644-73.2% | $5,332-66.6% | $10,132-82.4% |