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 | $134,301 | $65,041+106.5% | $90,951+47.7% | $79,858+68.2% |
| Participation rate | 54.3% | 61.6%-7.3pp | 69.0%-14.7pp | 69.6%-15.3pp |
| Annual return | 15.97% | 30.45%-14.5pp | 134.60%-118.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,456 | $1,247+96.9% | $2,122+15.7% | $2,471-0.6% |
| Participant deferral / active EE | $6,147 | $2,512+144.7% | $3,373+82.2% | $3,740+64.4% |
| Admin fee / account holder | $4,472 | $4,536-1.4% | $5,959-24.9% | $5,306-15.7% |