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 | $114,176 | $88,672+28.8% | $105,223+8.5% | $82,448+38.5% |
| Participation rate | 59.4% | 67.9%-8.5pp | 75.0%-15.7pp | 68.1%-8.7pp |
| Annual return | 14.16% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,161 | $3,048-61.9% | $3,689-68.5% | $2,551-54.5% |
| Participant deferral / active EE | $3,112 | $4,036-22.9% | $5,072-38.6% | $4,139-24.8% |
| Admin fee / account holder | $778 | $7,146-89.1% | $8,859-91.2% | $7,234-89.2% |