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 | $104,350 | $60,022+73.9% | $88,946+17.3% | $84,808+23.0% |
| Participation rate | 60.7% | 57.8%+2.9pp | 68.8%-8.1pp | 68.3%-7.6pp |
| Annual return | 18.39% | 22.43%-4.0pp | 57.82%-39.4pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,691 | $1,703+175.5% | $2,555+83.6% | $2,631+78.3% |
| Participant deferral / active EE | $13,135 | $3,114+321.8% | $4,581+186.7% | $4,212+211.9% |
| Admin fee / account holder | $15,334 | $4,811+218.7% | $8,261+85.6% | $7,344+108.8% |