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 | $57,590+19.7% | $86,233-20.1% | $82,448-16.4% |
| Participation rate | 62.3% | 57.9%+4.4pp | 69.0%-6.8pp | 68.1%-5.8pp |
| Annual return | 50.74% | 22.41%+28.3pp | 61.39%-10.6pp | 41.64%+9.1pp |
| Employer contribution / active EE | $2,269 | $1,655+37.1% | $2,504-9.4% | $2,551-11.1% |
| Participant deferral / active EE | $5,939 | $3,080+92.8% | $4,559+30.3% | $4,139+43.5% |
| Admin fee / account holder | $5,798 | $4,730+22.6% | $8,342-30.5% | $7,234-19.9% |