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 | $103,612 | $157,256-34.1% | $141,162-26.6% | $152,861-32.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 27.34% | 64.32%-37.0pp | 71.39%-44.0pp | 345.32%-318.0pp |
| Employer contribution / active EE | $7,003 | $5,261+33.1% | $4,735+47.9% | $4,762+47.1% |
| Participant deferral / active EE | $5,210 | $7,109-26.7% | $6,709-22.3% | $5,850-10.9% |
| Admin fee / account holder | $3,840 | $12,120-68.3% | $10,261-62.6% | $11,596-66.9% |