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 | $65,667 | $57,541+14.1% | $95,745-31.4% | $75,163-12.6% |
| Participation rate | 63.2% | 62.5%+0.6pp | 72.3%-9.1pp | 67.2%-4.0pp |
| Annual return | 159.96% | 34.93%+125.0pp | 28.35%+131.6pp | 160.62%-0.7pp |
| Employer contribution / active EE | $2,303 | $1,808+27.4% | $2,835-18.8% | $2,670-13.7% |
| Participant deferral / active EE | $5,226 | $3,074+70.0% | $4,245+23.1% | $4,125+26.7% |
| Admin fee / account holder | $7,670 | $4,099+87.1% | $5,678+35.1% | $5,651+35.7% |