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 | $74,231 | $109,881-32.4% | $150,045-50.5% | $84,808-12.5% |
| Participation rate | 67.7% | 76.1%-8.3pp | 82.3%-14.6pp | 68.3%-0.6pp |
| Annual return | 30.10% | 28.25%+1.9pp | 62.55%-32.4pp | 40.90%-10.8pp |
| Employer contribution / active EE | $2,561 | $3,561-28.1% | $4,693-45.4% | $2,631-2.7% |
| Participant deferral / active EE | $7,754 | $6,636+16.8% | $7,997-3.0% | $4,212+84.1% |
| Admin fee / account holder | $307 | $8,568-96.4% | $13,435-97.7% | $7,344-95.8% |