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 | $104,922 | $56,897+84.4% | $84,750+23.8% | $62,891+66.8% |
| Participation rate | 30.9% | 68.5%-37.6pp | 76.6%-45.7pp | 69.3%-38.4pp |
| Annual return | 9.43% | 6.30%+3.1pp | 22.78%-13.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,431 | $2,400-40.4% | $3,574-60.0% | $2,281-37.3% |
| Participant deferral / active EE | $2,304 | $2,709-15.0% | $3,712-37.9% | $3,203-28.1% |
| Admin fee / account holder | $10,328 | $3,581+188.4% | $5,332+93.7% | $4,296+140.4% |