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 | $148,988 | $192,717-22.7% | $142,449+4.6% | $139,434+6.9% |
| Participation rate | 66.7% | 81.5%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | 14.41% | 17.99%-3.6pp | 19.99%-5.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $5,427 | $5,806-6.5% | $4,847+12.0% | $4,751+14.2% |
| Participant deferral / active EE | $6,328 | $7,208-12.2% | $6,283+0.7% | $6,710-5.7% |
| Admin fee / account holder | $346 | $15,124-97.7% | $10,011-96.5% | $11,403-97.0% |