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 | $35,564 | $56,114-36.6% | $96,139-63.0% | $85,850-58.6% |
| Participation rate | 60.5% | 56.7%+3.8pp | 68.4%-8.0pp | 69.3%-8.8pp |
| Annual return | 13.95% | 42.30%-28.4pp | 191.94%-178.0pp | 318.53%-304.6pp |
| Employer contribution / active EE | $3,250 | $1,620+100.7% | $2,797+16.2% | $2,565+26.7% |
| Participant deferral / active EE | $3,308 | $2,859+15.7% | $4,349-23.9% | $3,952-16.3% |
| Admin fee / account holder | $2,282 | $3,768-39.4% | $5,537-58.8% | $6,260-63.5% |