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 7-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 | $91,488 | $60,022+52.4% | $88,946+2.9% | $84,808+7.9% |
| Participation rate | 57.6% | 57.8%-0.2pp | 68.8%-11.2pp | 68.3%-10.7pp |
| Annual return | 29.86% | 22.43%+7.4pp | 57.82%-28.0pp | 40.90%-11.0pp |
| Employer contribution / active EE | $3,484 | $1,703+104.6% | $2,555+36.4% | $2,631+32.4% |
| Participant deferral / active EE | $6,793 | $3,114+118.2% | $4,581+48.3% | $4,212+61.3% |
| Admin fee / account holder | $6,389 | $4,811+32.8% | $8,261-22.7% | $7,344-13.0% |