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 | $237,720 | $157,256+51.2% | $141,162+68.4% | $152,861+55.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 31.74% | 64.32%-32.6pp | 71.39%-39.6pp | 345.32%-313.6pp |
| Employer contribution / active EE | $1,733 | $5,261-67.1% | $4,735-63.4% | $4,762-63.6% |
| Participant deferral / active EE | $8,114 | $7,109+14.1% | $6,709+20.9% | $5,850+38.7% |
| Admin fee / account holder | $2,138 | $12,120-82.4% | $10,261-79.2% | $11,596-81.6% |