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 | $92,262 | $67,606+36.5% | $82,313+12.1% | $70,131+31.6% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.9%-11.4pp | 69.5%-4.0pp |
| Annual return | 19.86% | 21.57%-1.7pp | 25.88%-6.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $3,878 | $1,755+121.0% | $2,428+59.7% | $2,342+65.6% |
| Participant deferral / active EE | $3,211 | $2,987+7.5% | $3,706-13.4% | $3,332-3.6% |
| Admin fee / account holder | $2,566 | $4,512-43.1% | $5,608-54.2% | $4,645-44.8% |