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 | $127,634 | $85,202+49.8% | $172,739-26.1% | $72,985+74.9% |
| Participation rate | 56.8% | 70.1%-13.2pp | 82.6%-25.8pp | 69.5%-12.7pp |
| Annual return | 19.20% | 27.32%-8.1pp | 802.84%-783.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,941 | $3,324-41.6% | $5,143-62.3% | $2,440-20.4% |
| Participant deferral / active EE | $5,639 | $3,260+73.0% | $5,198+8.5% | $3,607+56.3% |
| Admin fee / account holder | $5,192 | $5,884-11.8% | $13,954-62.8% | $5,124+1.3% |