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 | $116,057 | $81,446+42.5% | $103,374+12.3% | $80,874+43.5% |
| Participation rate | 46.9% | 66.9%-19.9pp | 74.5%-27.6pp | 67.6%-20.7pp |
| Annual return | 10.97% | 25.57%-14.6pp | 24.89%-13.9pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,429 | $3,107-54.0% | $3,869-63.1% | $2,756-48.1% |
| Participant deferral / active EE | $3,076 | $3,870-20.5% | $5,058-39.2% | $4,297-28.4% |
| Admin fee / account holder | $23,183 | $6,715+245.2% | $8,394+176.2% | $6,935+234.3% |