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 | $99,324 | $47,944+107.2% | $67,834+46.4% | $62,891+57.9% |
| Participation rate | 69.0% | 61.1%+7.9pp | 68.8%+0.2pp | 69.3%-0.3pp |
| Annual return | 6.67% | 11.77%-5.1pp | 138.47%-131.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,934 | $1,562+151.8% | $2,403+63.7% | $2,281+72.5% |
| Participant deferral / active EE | $6,907 | $2,247+207.4% | $3,160+118.6% | $3,203+115.6% |
| Admin fee / account holder | $3,245 | $3,712-12.6% | $4,622-29.8% | $4,296-24.4% |