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 | $66,707 | $64,348+3.7% | $90,160-26.0% | $70,131-4.9% |
| Participation rate | 56.4% | 70.4%-14.0pp | 76.9%-20.5pp | 69.5%-13.1pp |
| Annual return | 23.68% | 28.13%-4.4pp | 34.88%-11.2pp | 73.14%-49.5pp |
| Employer contribution / active EE | $6,224 | $2,046+204.2% | $3,318+87.6% | $2,342+165.7% |
| Participant deferral / active EE | $8,902 | $4,389+102.8% | $5,288+68.4% | $3,332+167.2% |
| Admin fee / account holder | $19,695 | $3,944+399.4% | $5,943+231.4% | $4,645+324.0% |