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 | $203,825 | $74,927+172.0% | $101,794+100.2% | $84,808+140.3% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.2%-2.5pp | 68.3%-1.6pp |
| Annual return | 16.21% | 18.70%-2.5pp | 30.53%-14.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,858 | $1,522+22.1% | $2,289-18.8% | $2,631-29.4% |
| Participant deferral / active EE | $5,448 | $3,099+75.8% | $4,084+33.4% | $4,212+29.3% |
| Admin fee / account holder | $8,592 | $6,514+31.9% | $8,777-2.1% | $7,344+17.0% |