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 | $73,787+55.1% | $98,716+15.9% | $82,448+38.8% |
| Participation rate | 58.6% | 61.4%-2.8pp | 69.3%-10.7pp | 68.1%-9.4pp |
| Annual return | 39.99% | 18.57%+21.4pp | 31.81%+8.2pp | 41.64%-1.7pp |
| Employer contribution / active EE | $1,514 | $1,511+0.2% | $2,279-33.5% | $2,551-40.6% |
| Participant deferral / active EE | $2,250 | $3,081-27.0% | $4,048-44.4% | $4,139-45.6% |
| Admin fee / account holder | $1,649 | $6,500-74.6% | $8,703-81.1% | $7,234-77.2% |