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 | $113,677 | $88,672+28.2% | $105,223+8.0% | $82,448+37.9% |
| Participation rate | 65.3% | 67.9%-2.6pp | 75.0%-9.7pp | 68.1%-2.8pp |
| Annual return | 18.38% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,174 | $3,048-28.7% | $3,689-41.1% | $2,551-14.8% |
| Participant deferral / active EE | $4,878 | $4,036+20.9% | $5,072-3.8% | $4,139+17.9% |
| Admin fee / account holder | $3,653 | $7,146-48.9% | $8,859-58.8% | $7,234-49.5% |