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 | $136,268 | $70,428+93.5% | $96,562+41.1% | $85,850+58.7% |
| Participation rate | 37.3% | 61.8%-24.6pp | 69.8%-32.6pp | 69.3%-32.1pp |
| Annual return | 13.95% | 18.59%-4.6pp | 37.78%-23.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,670 | $1,413+18.2% | $2,356-29.1% | $2,565-34.9% |
| Participant deferral / active EE | $3,034 | $2,894+4.9% | $3,849-21.2% | $3,952-23.2% |
| Admin fee / account holder | $3,119 | $4,997-37.6% | $6,181-49.5% | $6,260-50.2% |