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 4-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 | $118,246 | $60,892+94.2% | $82,389+43.5% | $84,808+39.4% |
| Participation rate | 64.0% | 63.3%+0.7pp | 69.5%-5.5pp | 68.3%-4.3pp |
| Annual return | 20.63% | 37.29%-16.7pp | 28.67%-8.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $3,192 | $1,779+79.4% | $2,517+26.8% | $2,631+21.3% |
| Participant deferral / active EE | $6,319 | $3,179+98.8% | $4,155+52.1% | $4,212+50.0% |
| Admin fee / account holder | $648 | $5,467-88.1% | $7,231-91.0% | $7,344-91.2% |