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 | $164,970 | $117,841+40.0% | $102,423+61.1% | $145,922+13.1% |
| Participation rate | 65.0% | 78.6%-13.6pp | 76.5%-11.5pp | 80.3%-15.3pp |
| Annual return | 12.84% | 31.65%-18.8pp | 29.32%-16.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,822 | $3,615-21.9% | $3,023-6.6% | $4,660-39.4% |
| Participant deferral / active EE | $6,349 | $5,731+10.8% | $5,053+25.6% | $6,688-5.1% |
| Admin fee / account holder | $2,397 | $13,326-82.0% | $9,451-74.6% | $13,397-82.1% |