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 | $96,226 | $76,367+26.0% | $93,606+2.8% | $72,985+31.8% |
| Participation rate | 67.2% | 71.7%-4.6pp | 75.8%-8.7pp | 69.5%-2.3pp |
| Annual return | 20.24% | 25.82%-5.6pp | 32.76%-12.5pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,974 | $2,275-13.3% | $2,718-27.4% | $2,440-19.1% |
| Participant deferral / active EE | $3,966 | $3,538+12.1% | $4,069-2.5% | $3,607+10.0% |
| Admin fee / account holder | $6,357 | $6,838-7.0% | $7,888-19.4% | $5,124+24.1% |