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 | $101,545 | $77,899+30.4% | $149,673-32.2% | $75,163+35.1% |
| Participation rate | 60.4% | 65.6%-5.2pp | 78.8%-18.4pp | 67.2%-6.8pp |
| Annual return | 19.16% | 31.72%-12.6pp | 134.42%-115.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $10,636 | $3,137+239.0% | $4,818+120.8% | $2,670+298.4% |
| Participant deferral / active EE | $5,599 | $3,411+64.1% | $5,680-1.4% | $4,125+35.7% |
| Admin fee / account holder | $6,856 | $5,956+15.1% | $13,210-48.1% | $5,651+21.3% |