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 | $105,442 | $91,190+15.6% | $178,490-40.9% | $79,858+32.0% |
| Participation rate | 58.6% | 69.2%-10.6pp | 81.9%-23.3pp | 69.6%-11.0pp |
| Annual return | 17.34% | 24.19%-6.9pp | 151.07%-133.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,599 | $3,256-50.9% | $5,011-68.1% | $2,471-35.3% |
| Participant deferral / active EE | $4,551 | $3,236+40.6% | $5,202-12.5% | $3,740+21.7% |
| Admin fee / account holder | $3,347 | $6,751-50.4% | $13,984-76.1% | $5,306-36.9% |