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 | $86,929+143.1% | $102,423+106.3% | $80,856+161.3% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.6pp | 67.6%-24.8pp |
| Annual return | 11.23% | 18.88%-7.7pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,365 | $2,369-42.4% | $3,023-54.8% | $2,755-50.4% |
| Participant deferral / active EE | $2,540 | $4,118-38.3% | $5,053-49.7% | $4,296-40.9% |
| Admin fee / account holder | $6,096 | $8,049-24.3% | $9,451-35.5% | $6,918-11.9% |