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 | $98,110 | $51,638+90.0% | $68,368+43.5% | $82,448+19.0% |
| Participation rate | 66.2% | 63.6%+2.6pp | 73.8%-7.5pp | 68.1%-1.9pp |
| Annual return | 16.45% | 37.53%-21.1pp | 292.57%-276.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,477 | $2,047+21.0% | $2,649-6.5% | $2,551-2.9% |
| Participant deferral / active EE | $5,152 | $2,914+76.8% | $4,123+25.0% | $4,139+24.5% |
| Admin fee / account holder | $4,011 | $4,643-13.6% | $5,150-22.1% | $7,234-44.5% |