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 | $112,916 | $65,365+72.7% | $92,893+21.6% | $72,985+54.7% |
| Participation rate | 57.7% | 68.3%-10.6pp | 76.0%-18.3pp | 69.5%-11.8pp |
| Annual return | 19.91% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,700 | $2,594+4.1% | $3,653-26.1% | $2,440+10.7% |
| Participant deferral / active EE | $5,963 | $3,128+90.6% | $4,236+40.8% | $3,607+65.3% |
| Admin fee / account holder | $3,444 | $4,251-19.0% | $5,794-40.6% | $5,124-32.8% |