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 | $139,363 | $89,753+55.3% | $107,525+29.6% | $84,808+64.3% |
| Participation rate | 39.5% | 68.1%-28.6pp | 75.1%-35.6pp | 68.3%-28.8pp |
| Annual return | 29.88% | 29.48%+0.4pp | 181.32%-151.4pp | 40.90%-11.0pp |
| Employer contribution / active EE | $2,409 | $3,113-22.6% | $3,754-35.8% | $2,631-8.4% |
| Participant deferral / active EE | $5,457 | $4,056+34.5% | $5,116+6.7% | $4,212+29.6% |
| Admin fee / account holder | $7,570 | $7,222+4.8% | $8,919-15.1% | $7,344+3.1% |