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 | $85,761 | $78,705+9.0% | $117,854-27.2% | $70,131+22.3% |
| Participation rate | 53.7% | 73.2%-19.5pp | 79.7%-25.9pp | 69.5%-15.8pp |
| Annual return | 14.46% | 23.30%-8.8pp | 335.08%-320.6pp | 73.14%-58.7pp |
| Employer contribution / active EE | $3,259 | $2,223+46.6% | $3,786-13.9% | $2,342+39.1% |
| Participant deferral / active EE | $5,040 | $3,297+52.9% | $4,482+12.5% | $3,332+51.3% |
| Admin fee / account holder | $28,521 | $5,065+463.1% | $8,020+255.6% | $4,645+514.0% |