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 | $110,911 | $73,933+50.0% | $96,683+14.7% | $75,163+47.6% |
| Participation rate | 65.0% | 66.4%-1.4pp | 74.3%-9.3pp | 67.2%-2.2pp |
| Annual return | 14.91% | 26.70%-11.8pp | 35.69%-20.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,011 | $2,928-65.5% | $3,737-73.0% | $2,670-62.1% |
| Participant deferral / active EE | $5,745 | $3,659+57.0% | $4,878+17.8% | $4,125+39.3% |
| Admin fee / account holder | $1,403 | $5,216-73.1% | $6,730-79.1% | $5,651-75.2% |