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 | $135,756 | $65,041+108.7% | $90,951+49.3% | $79,858+70.0% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 15.52% | 30.45%-14.9pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $4,585 | $1,247+267.6% | $2,122+116.1% | $2,471+85.6% |
| Participant deferral / active EE | $2,274 | $2,512-9.5% | $3,373-32.6% | $3,740-39.2% |
| Admin fee / account holder | $3,483 | $4,536-23.2% | $5,959-41.5% | $5,306-34.4% |