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 | $110,143 | $57,016+93.2% | $84,966+29.6% | $80,856+36.2% |
| Participation rate | 67.4% | 56.3%+11.0pp | 67.5%-0.1pp | 67.6%-0.2pp |
| Annual return | 12.22% | 21.66%-9.4pp | 66.38%-54.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,309 | $1,798+28.4% | $2,727-15.3% | $2,755-16.2% |
| Participant deferral / active EE | $4,282 | $3,110+37.7% | $4,519-5.2% | $4,296-0.3% |
| Admin fee / account holder | $6,107 | $4,980+22.6% | $6,149-0.7% | $6,918-11.7% |