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 | $224,673 | $99,985+124.7% | $146,665+53.2% | $85,850+161.7% |
| Participation rate | 69.6% | 73.1%-3.4pp | 80.1%-10.4pp | 69.3%+0.3pp |
| Annual return | 11.93% | 18.93%-7.0pp | 22.74%-10.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,759 | $2,559-31.2% | $4,136-57.5% | $2,565-31.4% |
| Participant deferral / active EE | $4,909 | $4,006+22.6% | $5,506-10.8% | $3,952+24.2% |
| Admin fee / account holder | $14,809 | $7,702+92.3% | $10,280+44.1% | $6,260+136.6% |