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 | $135,010 | $64,839+108.2% | $95,585+41.2% | $84,808+59.2% |
| Participation rate | 56.7% | 63.8%-7.2pp | 72.1%-15.4pp | 68.3%-11.6pp |
| Annual return | 16.54% | -670.96%+687.5pp | 38.56%-22.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,444 | $1,759+38.9% | $2,527-3.3% | $2,631-7.1% |
| Participant deferral / active EE | $3,326 | $2,965+12.2% | $4,023-17.3% | $4,212-21.0% |
| Admin fee / account holder | $949 | $5,964-84.1% | $6,127-84.5% | $7,344-87.1% |