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 9-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 | $119,611 | $57,541+107.9% | $95,745+24.9% | $75,163+59.1% |
| Participation rate | 65.0% | 62.5%+2.5pp | 72.3%-7.3pp | 67.2%-2.2pp |
| Annual return | 29.35% | 34.93%-5.6pp | 28.35%+1.0pp | 160.62%-131.3pp |
| Employer contribution / active EE | $2,519 | $1,808+39.4% | $2,835-11.1% | $2,670-5.6% |
| Participant deferral / active EE | $6,612 | $3,074+115.1% | $4,245+55.8% | $4,125+60.3% |
| Admin fee / account holder | $1,474 | $4,099-64.0% | $5,678-74.0% | $5,651-73.9% |