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 | $126,095 | $109,413+15.2% | $156,263-19.3% | $84,808+48.7% |
| Participation rate | 58.1% | 72.7%-14.6pp | 78.9%-20.8pp | 68.3%-10.2pp |
| Annual return | 26.12% | 20.18%+5.9pp | 59.47%-33.3pp | 40.90%-14.8pp |
| Employer contribution / active EE | $2,606 | $2,907-10.3% | $4,333-39.8% | $2,631-0.9% |
| Participant deferral / active EE | $4,488 | $4,590-2.2% | $6,158-27.1% | $4,212+6.6% |
| Admin fee / account holder | $44,366 | $9,357+374.2% | $14,255+211.2% | $7,344+504.1% |