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 | $211,293 | $86,922+143.1% | $102,438+106.3% | $80,874+161.3% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.6pp | 67.6%-24.8pp |
| Annual return | 11.23% | 18.90%-7.7pp | 29.37%-18.1pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,365 | $2,369-42.4% | $3,024-54.8% | $2,756-50.5% |
| Participant deferral / active EE | $2,540 | $4,119-38.3% | $5,054-49.7% | $4,297-40.9% |
| Admin fee / account holder | $6,096 | $8,050-24.3% | $9,448-35.5% | $6,935-12.1% |