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 | $123,105 | $71,057+73.2% | $93,654+31.4% | $80,874+52.2% |
| Participation rate | 34.6% | 60.4%-25.8pp | 68.7%-34.1pp | 67.6%-33.0pp |
| Annual return | 12.19% | 11.26%+0.9pp | 133.34%-121.2pp | 35.62%-23.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,114 | $4,034-47.6% | $4,413-52.1% | $4,297-50.8% |
| Admin fee / account holder | $8,551 | $6,944+23.1% | $8,282+3.2% | $6,935+23.3% |