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 | $109,748 | $86,922+26.3% | $102,438+7.1% | $80,874+35.7% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.6%-7.6pp |
| Annual return | 12.27% | 18.90%-6.6pp | 29.37%-17.1pp | 35.62%-23.3pp |
| Employer contribution / active EE | $1,491 | $2,369-37.1% | $3,024-50.7% | $2,756-45.9% |
| Participant deferral / active EE | $4,366 | $4,119+6.0% | $5,054-13.6% | $4,297+1.6% |
| Admin fee / account holder | $1,985 | $8,050-75.3% | $9,448-79.0% | $6,935-71.4% |