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 | $108,741 | $73,787+47.4% | $98,716+10.2% | $82,448+31.9% |
| Participation rate | 65.6% | 61.4%+4.2pp | 69.3%-3.7pp | 68.1%-2.4pp |
| Annual return | 14.47% | 18.57%-4.1pp | 31.81%-17.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $3,553 | $1,511+135.1% | $2,279+55.9% | $2,551+39.3% |
| Participant deferral / active EE | $5,515 | $3,081+79.0% | $4,048+36.3% | $4,139+33.2% |
| Admin fee / account holder | $14,732 | $6,500+126.6% | $8,703+69.3% | $7,234+103.6% |