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 | $136,859 | $99,341+37.8% | $84,750+61.5% | $273,961-50.0% |
| Participation rate | 68.8% | 80.7%-11.9pp | 76.6%-7.8pp | 83.0%-14.3pp |
| Annual return | 7.13% | 22.93%-15.8pp | 22.78%-15.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $2,943 | $4,214-30.2% | $3,574-17.7% | $4,869-39.6% |
| Participant deferral / active EE | $5,999 | $4,269+40.5% | $3,712+61.6% | $5,287+13.5% |
| Admin fee / account holder | $10,455 | $6,644+57.4% | $5,332+96.1% | $10,132+3.2% |