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 | $100,397 | $51,175+96.2% | $70,515+42.4% | $75,163+33.6% |
| Participation rate | 61.5% | 60.9%+0.6pp | 68.3%-6.8pp | 67.2%-5.7pp |
| Annual return | 15.27% | 30.02%-14.8pp | 32.77%-17.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,366 | $1,826-25.2% | $2,973-54.1% | $2,670-48.8% |
| Participant deferral / active EE | $5,462 | $2,849+91.7% | $4,567+19.6% | $4,125+32.4% |
| Admin fee / account holder | $23,651 | $4,091+478.2% | $6,412+268.9% | $5,651+318.5% |