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 | $95,252 | $56,053+69.9% | $75,972+25.4% | $80,856+17.8% |
| Participation rate | 60.0% | 62.0%-2.0pp | 69.1%-9.1pp | 67.6%-7.6pp |
| Annual return | 11.18% | 20.53%-9.4pp | 359.55%-348.4pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,982 | $1,874+112.5% | $2,685+48.3% | $2,755+44.6% |
| Participant deferral / active EE | $4,534 | $3,052+48.6% | $4,255+6.5% | $4,296+5.5% |
| Admin fee / account holder | $31,974 | $5,234+510.9% | $6,467+394.4% | $6,918+362.2% |