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 | $138,406 | $99,985+38.4% | $146,665-5.6% | $85,850+61.2% |
| Participation rate | 69.4% | 73.1%-3.6pp | 80.1%-10.6pp | 69.3%+0.1pp |
| Annual return | 42.36% | 18.93%+23.4pp | 22.74%+19.6pp | 318.53%-276.2pp |
| Employer contribution / active EE | $4,233 | $2,559+65.5% | $4,136+2.3% | $2,565+65.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,472 | $7,702+36.0% | $10,280+1.9% | $6,260+67.3% |