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 | $83,446 | $127,100-34.3% | $105,738-21.1% | $135,375-38.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 76.3%-16.3pp | 82.6%-22.6pp |
| Annual return | 5.90% | 4.49%+1.4pp | 6.27%-0.4pp | 519.73%-513.8pp |
| Employer contribution / active EE | $12,569 | $4,107+206.0% | $3,268+284.6% | $4,779+163.0% |
| Participant deferral / active EE | $5,592 | $5,064+10.4% | $4,080+37.1% | $5,609-0.3% |
| Admin fee / account holder | $615 | $9,087-93.2% | $6,913-91.1% | $10,827-94.3% |