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 | $127,514 | $52,279+143.9% | $89,391+42.6% | $79,858+59.7% |
| Participation rate | 66.7% | 57.5%+9.1pp | 68.0%-1.3pp | 69.6%-3.0pp |
| Annual return | 13.91% | 22.16%-8.3pp | 245.62%-231.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,400 | $1,572-10.9% | $2,586-45.8% | $2,471-43.3% |
| Participant deferral / active EE | $2,801 | $2,740+2.2% | $3,890-28.0% | $3,740-25.1% |
| Admin fee / account holder | $6,364 | $3,356+89.6% | $4,881+30.4% | $5,306+19.9% |