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 | $119,199 | $86,922+37.1% | $102,438+16.4% | $80,874+47.4% |
| Participation rate | 52.8% | 72.4%-19.6pp | 76.5%-23.7pp | 67.6%-14.9pp |
| Annual return | 12.65% | 18.90%-6.2pp | 29.37%-16.7pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,520 | $2,369-35.9% | $3,024-49.7% | $2,756-44.8% |
| Participant deferral / active EE | $5,172 | $4,119+25.6% | $5,054+2.3% | $4,297+20.4% |
| Admin fee / account holder | $44,023 | $8,050+446.9% | $9,448+366.0% | $6,935+534.8% |