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 | $93,621 | $85,202+9.9% | $172,739-45.8% | $72,985+28.3% |
| Participation rate | 65.0% | 70.1%-5.1pp | 82.6%-17.6pp | 69.5%-4.5pp |
| Annual return | 18.99% | 27.32%-8.3pp | 802.84%-783.9pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,496 | $3,324-24.9% | $5,143-51.5% | $2,440+2.3% |
| Participant deferral / active EE | $4,829 | $3,260+48.1% | $5,198-7.1% | $3,607+33.9% |
| Admin fee / account holder | $827 | $5,884-86.0% | $13,954-94.1% | $5,124-83.9% |