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 | $114,453 | $74,927+52.8% | $101,794+12.4% | $84,808+35.0% |
| Participation rate | 58.6% | 61.4%-2.8pp | 69.2%-10.6pp | 68.3%-9.7pp |
| Annual return | 39.99% | 18.70%+21.3pp | 30.53%+9.5pp | 40.90%-0.9pp |
| Employer contribution / active EE | $1,514 | $1,522-0.5% | $2,289-33.9% | $2,631-42.5% |
| Participant deferral / active EE | $2,250 | $3,099-27.4% | $4,084-44.9% | $4,212-46.6% |
| Admin fee / account holder | $1,649 | $6,514-74.7% | $8,777-81.2% | $7,344-77.5% |