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 | $85,154 | $64,348+32.3% | $90,160-5.6% | $70,131+21.4% |
| Participation rate | 55.2% | 70.4%-15.3pp | 76.9%-21.7pp | 69.5%-14.4pp |
| Annual return | 16.72% | 28.13%-11.4pp | 34.88%-18.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $2,020 | $2,046-1.3% | $3,318-39.1% | $2,342-13.8% |
| Participant deferral / active EE | $6,422 | $4,389+46.3% | $5,288+21.4% | $3,332+92.7% |
| Admin fee / account holder | $6,695 | $3,944+69.8% | $5,943+12.7% | $4,645+44.1% |