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 | $76,413 | $109,881-30.5% | $150,045-49.1% | $84,808-9.9% |
| Participation rate | 68.8% | 76.1%-7.3pp | 82.3%-13.6pp | 68.3%+0.4pp |
| Annual return | 22.33% | 28.25%-5.9pp | 62.55%-40.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $4,476 | $3,561+25.7% | $4,693-4.6% | $2,631+70.1% |
| Participant deferral / active EE | $8,631 | $6,636+30.1% | $7,997+7.9% | $4,212+104.9% |
| Admin fee / account holder | $19,645 | $8,568+129.3% | $13,435+46.2% | $7,344+167.5% |