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 | $133,164 | $58,828+126.4% | $77,999+70.7% | $62,891+111.7% |
| Participation rate | 66.7% | 71.1%-4.4pp | 75.5%-8.9pp | 69.3%-2.6pp |
| Annual return | 9.60% | 17.16%-7.6pp | 425.96%-416.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $3,547 | $1,672+112.2% | $2,470+43.6% | $2,281+55.5% |
| Participant deferral / active EE | $6,340 | $2,686+136.1% | $3,497+81.3% | $3,203+97.9% |
| Admin fee / account holder | $8,276 | $4,393+88.4% | $5,480+51.0% | $4,296+92.7% |