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 | $138,128 | $90,397+52.8% | $76,002+81.7% | $145,959-5.4% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 13.37% | 621.97%-608.6pp | 360.07%-346.7pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,284 | $3,317-31.1% | $2,688-15.0% | $4,661-51.0% |
| Participant deferral / active EE | $3,067 | $5,163-40.6% | $4,257-28.0% | $6,689-54.1% |
| Admin fee / account holder | $2,902 | $8,369-65.3% | $6,414-54.7% | $13,398-78.3% |