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 | $98,476 | $89,753+9.7% | $107,525-8.4% | $84,808+16.1% |
| Participation rate | 56.3% | 68.1%-11.8pp | 75.1%-18.8pp | 68.3%-12.1pp |
| Annual return | 15.69% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,565 | $3,113-17.6% | $3,754-31.7% | $2,631-2.5% |
| Participant deferral / active EE | $5,319 | $4,056+31.1% | $5,116+4.0% | $4,212+26.3% |
| Admin fee / account holder | $5,465 | $7,222-24.3% | $8,919-38.7% | $7,344-25.6% |