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 | $125,735 | $52,279+140.5% | $89,391+40.7% | $79,858+57.4% |
| Participation rate | 63.9% | 57.5%+6.4pp | 68.0%-4.1pp | 69.6%-5.7pp |
| Annual return | 18.22% | 22.16%-3.9pp | 245.62%-227.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,137 | $1,572+35.9% | $2,586-17.4% | $2,471-13.5% |
| Participant deferral / active EE | $4,697 | $2,740+71.4% | $3,890+20.7% | $3,740+25.6% |
| Admin fee / account holder | $11,055 | $3,356+229.4% | $4,881+126.5% | $5,306+108.3% |