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 | $97,287 | $57,541+69.1% | $95,745+1.6% | $75,163+29.4% |
| Participation rate | 65.3% | 62.5%+2.8pp | 72.3%-7.0pp | 67.2%-1.9pp |
| Annual return | 17.01% | 34.93%-17.9pp | 28.35%-11.3pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,055 | $1,808+13.7% | $2,835-27.5% | $2,670-23.0% |
| Participant deferral / active EE | $5,202 | $3,074+69.2% | $4,245+22.6% | $4,125+26.1% |
| Admin fee / account holder | $1,200 | $4,099-70.7% | $5,678-78.9% | $5,651-78.8% |