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 | $119,725 | $80,968+47.9% | $96,544+24.0% | $75,163+59.3% |
| Participation rate | 57.1% | 71.8%-14.6pp | 76.0%-18.8pp | 67.2%-10.0pp |
| Annual return | 20.55% | 27.06%-6.5pp | 25.84%-5.3pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,865 | $2,282-18.3% | $2,965-37.1% | $2,670-30.2% |
| Participant deferral / active EE | $6,127 | $3,928+56.0% | $4,851+26.3% | $4,125+48.5% |
| Admin fee / account holder | $647 | $6,724-90.4% | $8,252-92.2% | $5,651-88.5% |