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 | $131,416 | $110,261+19.2% | $95,745+37.3% | $139,434-5.8% |
| Participation rate | 65.0% | 75.8%-10.8pp | 72.3%-7.3pp | 80.3%-15.3pp |
| Annual return | 20.63% | 27.11%-6.5pp | 28.35%-7.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,471 | $3,257-54.8% | $2,835-48.1% | $4,751-69.0% |
| Participant deferral / active EE | $2,944 | $4,676-37.0% | $4,245-30.6% | $6,710-56.1% |
| Admin fee / account holder | $8,499 | $6,613+28.5% | $5,678+49.7% | $11,403-25.5% |