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 | $147,015 | $76,000+93.4% | $154,107-4.6% | $64,186+129.0% |
| Participation rate | 56.0% | 70.4%-14.4pp | 83.0%-27.0pp | 69.6%-13.6pp |
| Annual return | 8.36% | 30.32%-22.0pp | 735.12%-726.8pp | 7.63%+0.7pp |
| Employer contribution / active EE | $2,680 | $3,351-20.0% | $5,298-49.4% | $2,381+12.6% |
| Participant deferral / active EE | $5,189 | $3,175+63.4% | $5,081+2.1% | $3,470+49.6% |
| Admin fee / account holder | $9,257 | $5,596+65.4% | $13,411-31.0% | $4,888+89.4% |