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 | $122,077 | $76,407+59.8% | $150,298-18.8% | $82,448+48.1% |
| Participation rate | 46.8% | 66.4%-19.6pp | 77.8%-31.0pp | 68.1%-21.3pp |
| Annual return | 18.43% | 39.99%-21.6pp | 62.79%-44.4pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,441 | $2,614-6.6% | $4,154-41.2% | $2,551-4.3% |
| Participant deferral / active EE | $7,133 | $3,214+121.9% | $5,453+30.8% | $4,139+72.3% |
| Admin fee / account holder | $7,758 | $6,352+22.1% | $14,116-45.0% | $7,234+7.2% |