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 5-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 | $68,925 | $60,022+14.8% | $88,946-22.5% | $84,808-18.7% |
| Participation rate | 62.3% | 57.8%+4.4pp | 68.8%-6.6pp | 68.3%-6.0pp |
| Annual return | 50.74% | 22.43%+28.3pp | 57.82%-7.1pp | 40.90%+9.8pp |
| Employer contribution / active EE | $2,269 | $1,703+33.2% | $2,555-11.2% | $2,631-13.8% |
| Participant deferral / active EE | $5,939 | $3,114+90.7% | $4,581+29.6% | $4,212+41.0% |
| Admin fee / account holder | $5,798 | $4,811+20.5% | $8,261-29.8% | $7,344-21.1% |