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 | $100,775 | $78,672+28.1% | $109,143-7.7% | $85,850+17.4% |
| Participation rate | 60.7% | 68.3%-7.6pp | 75.9%-15.2pp | 69.3%-8.6pp |
| Annual return | 17.99% | 25.09%-7.1pp | 25.75%-7.8pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,482 | $2,735-9.2% | $3,722-33.3% | $2,565-3.2% |
| Participant deferral / active EE | $4,369 | $3,467+26.0% | $4,653-6.1% | $3,952+10.6% |
| Admin fee / account holder | $7,397 | $5,469+35.2% | $6,752+9.5% | $6,260+18.2% |