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 | $112,523 | $54,705+105.7% | $71,209+58.0% | $84,808+32.7% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.8%-7.1pp | 68.3%-1.6pp |
| Annual return | 14.95% | 35.90%-20.9pp | 282.51%-267.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,663 | $2,158+23.4% | $2,721-2.1% | $2,631+1.2% |
| Participant deferral / active EE | $5,365 | $3,030+77.0% | $4,175+28.5% | $4,212+27.4% |
| Admin fee / account holder | $2,931 | $4,863-39.7% | $5,349-45.2% | $7,344-60.1% |