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 10-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 | $151,910 | $52,836+187.5% | $105,738+43.7% | $64,186+136.7% |
| Participation rate | 66.7% | 66.5%+0.1pp | 76.3%-9.7pp | 69.6%-2.9pp |
| Annual return | 10.75% | 14.30%-3.6pp | 6.27%+4.5pp | 7.63%+3.1pp |
| Employer contribution / active EE | $3,319 | $1,827+81.7% | $3,268+1.6% | $2,381+39.4% |
| Participant deferral / active EE | $1,818 | $2,545-28.6% | $4,080-55.4% | $3,470-47.6% |
| Admin fee / account holder | $8,262 | $3,959+108.7% | $6,913+19.5% | $4,888+69.0% |