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 | $153,147 | $118,450+29.3% | $98,439+55.6% | $139,434+9.8% |
| Participation rate | 44.4% | 77.4%-33.0pp | 75.2%-30.7pp | 80.3%-35.9pp |
| Annual return | 16.62% | 18.94%-2.3pp | 21.16%-4.5pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,873 | $3,609-20.4% | $3,048-5.8% | $4,751-39.5% |
| Participant deferral / active EE | $5,933 | $5,392+10.0% | $4,738+25.2% | $6,710-11.6% |
| Admin fee / account holder | $1,029 | $14,026-92.7% | $8,948-88.5% | $11,403-91.0% |