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 | $103,360 | $81,248+27.2% | $155,509-33.5% | $80,856+27.8% |
| Participation rate | 64.0% | 66.2%-2.2pp | 78.2%-14.2pp | 67.6%-3.6pp |
| Annual return | 16.06% | 33.31%-17.2pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,206 | $3,100-28.8% | $4,672-52.8% | $2,755-19.9% |
| Participant deferral / active EE | $4,559 | $3,452+32.1% | $5,626-19.0% | $4,296+6.1% |
| Admin fee / account holder | $37,319 | $7,997+366.6% | $15,912+134.5% | $6,918+439.4% |