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 | $142,959 | $85,022+68.1% | $70,515+102.7% | $139,434+2.5% |
| Participation rate | 64.3% | 73.9%-9.6pp | 68.3%-4.1pp | 80.3%-16.0pp |
| Annual return | 20.71% | 30.38%-9.7pp | 32.77%-12.1pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,721 | $3,909-4.8% | $2,973+25.2% | $4,751-21.7% |
| Participant deferral / active EE | $5,704 | $5,890-3.2% | $4,567+24.9% | $6,710-15.0% |
| Admin fee / account holder | $41,022 | $8,906+360.6% | $6,412+539.8% | $11,403+259.8% |