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 | $91,908 | $60,349+52.3% | $74,183+23.9% | $62,891+46.1% |
| Participation rate | 62.5% | 72.7%-10.2pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 5.24% | 21.37%-16.1pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $955 | $1,680-43.1% | $2,370-59.7% | $2,281-58.1% |
| Participant deferral / active EE | $4,254 | $2,856+48.9% | $3,550+19.8% | $3,203+32.8% |
| Admin fee / account holder | $426 | $4,261-90.0% | $5,586-92.4% | $4,296-90.1% |