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 | $98,905 | $64,839+52.5% | $95,585+3.5% | $84,808+16.6% |
| Participation rate | 55.2% | 63.8%-8.6pp | 72.1%-16.9pp | 68.3%-13.1pp |
| Annual return | 16.74% | -670.96%+687.7pp | 38.56%-21.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,134 | $1,759-35.5% | $2,527-55.1% | $2,631-56.9% |
| Participant deferral / active EE | $1,722 | $2,965-41.9% | $4,023-57.2% | $4,212-59.1% |
| Admin fee / account holder | $11,062 | $5,964+85.5% | $6,127+80.5% | $7,344+50.6% |