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 | $109,695 | $86,929+26.2% | $102,423+7.1% | $80,856+35.7% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 10.60% | 18.88%-8.3pp | 29.32%-18.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $7,479 | $2,369+215.7% | $3,023+147.4% | $2,755+171.5% |
| Participant deferral / active EE | $6,346 | $4,118+54.1% | $5,053+25.6% | $4,296+47.7% |
| Admin fee / account holder | $2,728 | $8,049-66.1% | $9,451-71.1% | $6,918-60.6% |