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 | $113,133 | $99,341+13.9% | $84,750+33.5% | $273,961-58.7% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 6.63% | 22.93%-16.3pp | 22.78%-16.2pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,435 | $4,214-65.9% | $3,574-59.8% | $4,869-70.5% |
| Participant deferral / active EE | $5,792 | $4,269+35.7% | $3,712+56.1% | $5,287+9.6% |
| Admin fee / account holder | $4,054 | $6,644-39.0% | $5,332-24.0% | $10,132-60.0% |