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 | $106,411 | $57,354+85.5% | $83,848+26.9% | $64,186+65.8% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | 4.03% | 11.38%-7.4pp | 850.88%-846.8pp | 7.63%-3.6pp |
| Employer contribution / active EE | $4,625 | $2,545+81.7% | $3,631+27.4% | $2,381+94.3% |
| Participant deferral / active EE | $2,331 | $2,993-22.1% | $4,082-42.9% | $3,470-32.8% |
| Admin fee / account holder | $6,190 | $4,046+53.0% | $5,478+13.0% | $4,888+26.6% |