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 | $99,094 | $60,892+62.7% | $82,389+20.3% | $84,808+16.8% |
| Participation rate | 65.5% | 63.3%+2.2pp | 69.5%-4.0pp | 68.3%-2.8pp |
| Annual return | 14.67% | 37.29%-22.6pp | 28.67%-14.0pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,327 | $1,779+87.0% | $2,517+32.2% | $2,631+26.4% |
| Participant deferral / active EE | $5,770 | $3,179+81.5% | $4,155+38.9% | $4,212+37.0% |
| Admin fee / account holder | $2,207 | $5,467-59.6% | $7,231-69.5% | $7,344-69.9% |