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 | $189,799 | $71,050+167.1% | $93,606+102.8% | $80,856+134.7% |
| Participation rate | 61.4% | 60.4%+1.0pp | 68.7%-7.4pp | 67.6%-6.3pp |
| Annual return | 15.40% | 11.26%+4.1pp | 133.20%-117.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,304 | $1,564+47.3% | $2,420-4.8% | $2,755-16.4% |
| Participant deferral / active EE | $4,999 | $4,034+23.9% | $4,411+13.3% | $4,296+16.4% |
| Admin fee / account holder | $21,922 | $6,945+215.7% | $8,285+164.6% | $6,918+216.9% |