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 3-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 | $98,955 | $70,669+40.0% | $169,368-41.6% | $75,163+31.7% |
| Participation rate | 68.1% | 64.8%+3.3pp | 77.1%-9.0pp | 67.2%+0.9pp |
| Annual return | 20.73% | 36.36%-15.6pp | 405.60%-384.9pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,777 | $2,211+25.6% | $4,013-30.8% | $2,670+4.0% |
| Participant deferral / active EE | $5,157 | $4,311+19.6% | $6,221-17.1% | $4,125+25.0% |
| Admin fee / account holder | $1,596 | $5,402-70.5% | $9,003-82.3% | $5,651-71.8% |