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 | $110,551 | $49,177+124.8% | $79,464+39.1% | $64,186+72.2% |
| Participation rate | 46.3% | 65.0%-18.7pp | 73.3%-27.1pp | 69.6%-23.3pp |
| Annual return | 8.27% | -1.16%+9.4pp | 718.14%-709.9pp | 7.63%+0.6pp |
| Employer contribution / active EE | $2,832 | $2,076+36.4% | $2,800+1.1% | $2,381+19.0% |
| Participant deferral / active EE | $2,561 | $2,821-9.2% | $3,704-30.9% | $3,470-26.2% |
| Admin fee / account holder | $12,108 | $3,839+215.4% | $5,113+136.8% | $4,888+147.7% |