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 | $116,050 | $105,181+10.3% | $159,436-27.2% | $85,850+35.2% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.8%-19.9pp | 69.3%-6.4pp |
| Annual return | 13.21% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,131 | $3,318-35.8% | $4,829-55.9% | $2,565-16.9% |
| Participant deferral / active EE | $6,257 | $5,945+5.3% | $7,352-14.9% | $3,952+58.3% |
| Admin fee / account holder | $8,370 | $6,933+20.7% | $10,799-22.5% | $6,260+33.7% |