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 | $132,604 | $48,046+176.0% | $84,611+56.7% | $72,985+81.7% |
| Participation rate | 52.0% | 57.6%-5.6pp | 68.2%-16.2pp | 69.5%-17.5pp |
| Annual return | 21.97% | 37.38%-15.4pp | 258.74%-236.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $2,187 | $1,602+36.5% | $2,652-17.5% | $2,440-10.4% |
| Participant deferral / active EE | $5,031 | $2,680+87.7% | $3,899+29.0% | $3,607+39.5% |
| Admin fee / account holder | $4,367 | $3,395+28.6% | $4,912-11.1% | $5,124-14.8% |