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 | $75,449 | $52,903+42.6% | $73,307+2.9% | $59,632+26.5% |
| Participation rate | 63.3% | 68.2%-4.9pp | 74.9%-11.6pp | 68.7%-5.3pp |
| Annual return | 0.20% | 12.20%-12.0pp | 5.67%-5.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $2,840 | $1,909+48.8% | $3,237-12.3% | $2,203+28.9% |
| Participant deferral / active EE | $11,788 | $4,069+189.7% | $4,991+136.2% | $3,192+269.3% |
| Admin fee / account holder | $7,555 | $3,834+97.1% | $5,637+34.0% | $4,297+75.8% |