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 | $111,262 | $74,927+48.5% | $101,794+9.3% | $84,808+31.2% |
| Participation rate | 55.9% | 61.4%-5.5pp | 69.2%-13.3pp | 68.3%-12.4pp |
| Annual return | 12.91% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,078 | $1,522+36.5% | $2,289-9.2% | $2,631-21.0% |
| Participant deferral / active EE | $5,538 | $3,099+78.7% | $4,084+35.6% | $4,212+31.5% |
| Admin fee / account holder | $1,635 | $6,514-74.9% | $8,777-81.4% | $7,344-77.7% |