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 | $101,291 | $54,541+85.7% | $78,778+28.6% | $70,131+44.4% |
| Participation rate | 66.0% | 60.8%+5.2pp | 69.2%-3.2pp | 69.5%-3.6pp |
| Annual return | 18.55% | 21.07%-2.5pp | 35.62%-17.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $2,737 | $1,089+151.5% | $1,986+37.9% | $2,342+16.9% |
| Participant deferral / active EE | $3,897 | $2,210+76.3% | $2,958+31.7% | $3,332+17.0% |
| Admin fee / account holder | $2,356 | $3,709-36.5% | $5,134-54.1% | $4,645-49.3% |