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 | $100,936 | $157,256-35.8% | $141,162-28.5% | $152,861-34.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 23.36% | 64.32%-41.0pp | 71.39%-48.0pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,087 | $5,261-60.3% | $4,735-55.9% | $4,762-56.2% |
| Participant deferral / active EE | $9,486 | $7,109+33.4% | $6,709+41.4% | $5,850+62.1% |
| Admin fee / account holder | $448 | $12,120-96.3% | $10,261-95.6% | $11,596-96.1% |