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 | $117,504 | $86,929+35.2% | $102,423+14.7% | $80,856+45.3% |
| Participation rate | 52.5% | 72.4%-19.8pp | 76.5%-23.9pp | 67.6%-15.1pp |
| Annual return | 11.97% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,026 | $2,369-56.7% | $3,023-66.0% | $2,755-62.7% |
| Participant deferral / active EE | $2,228 | $4,118-45.9% | $5,053-55.9% | $4,296-48.1% |
| Admin fee / account holder | $12,416 | $8,049+54.3% | $9,451+31.4% | $6,918+79.5% |