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 | $169,950 | $81,233+109.2% | $155,567+9.2% | $80,874+110.1% |
| Participation rate | 69.7% | 66.2%+3.5pp | 78.2%-8.5pp | 67.6%+2.0pp |
| Annual return | 17.69% | 33.33%-15.6pp | 64.74%-47.0pp | 35.62%-17.9pp |
| Employer contribution / active EE | $2,555 | $3,101-17.6% | $4,674-45.3% | $2,756-7.3% |
| Participant deferral / active EE | $7,065 | $3,452+104.7% | $5,628+25.5% | $4,297+64.4% |
| Admin fee / account holder | $1,503 | $7,998-81.2% | $15,916-90.6% | $6,935-78.3% |