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 | $103,889 | $88,707+17.1% | $74,183+40.0% | $273,961-62.1% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 10.04% | 11.94%-1.9pp | 17.74%-7.7pp | 41.45%-31.4pp |
| Employer contribution / active EE | $865 | $3,159-72.6% | $2,370-63.5% | $4,869-82.2% |
| Participant deferral / active EE | $6,365 | $4,212+51.1% | $3,550+79.3% | $5,287+20.4% |
| Admin fee / account holder | $4,573 | $8,717-47.5% | $5,586-18.1% | $10,132-54.9% |