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 | $85,718 | $54,705+56.7% | $71,209+20.4% | $84,808+1.1% |
| Participation rate | 68.1% | 64.1%+4.0pp | 73.8%-5.7pp | 68.3%-0.2pp |
| Annual return | 17.61% | 35.90%-18.3pp | 282.51%-264.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,651 | $2,158+22.9% | $2,721-2.6% | $2,631+0.8% |
| Participant deferral / active EE | $5,536 | $3,030+82.7% | $4,175+32.6% | $4,212+31.4% |
| Admin fee / account holder | $2,571 | $4,863-47.1% | $5,349-51.9% | $7,344-65.0% |