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 | $99,685 | $100,901-1.2% | $75,670+31.7% | $147,584-32.5% |
| Participation rate | 60.0% | 77.1%-17.1pp | 72.3%-12.3pp | 82.8%-22.8pp |
| Annual return | 21.64% | 35.78%-14.1pp | 27.34%-5.7pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,545 | $3,253-52.5% | $2,352-34.3% | $4,876-68.3% |
| Participant deferral / active EE | $5,828 | $4,027+44.7% | $3,142+85.5% | $5,439+7.2% |
| Admin fee / account holder | $628 | $11,285-94.4% | $5,800-89.2% | $10,885-94.2% |