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 | $124,012 | $64,480+92.3% | $81,382+52.4% | $80,856+53.4% |
| Participation rate | 59.4% | 63.9%-4.5pp | 69.5%-10.1pp | 67.6%-8.3pp |
| Annual return | 10.64% | 16.34%-5.7pp | 24.73%-14.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,091 | $1,978-44.9% | $2,463-55.7% | $2,755-60.4% |
| Participant deferral / active EE | $3,012 | $3,094-2.7% | $3,883-22.4% | $4,296-29.9% |
| Admin fee / account holder | $426 | $5,671-92.5% | $5,768-92.6% | $6,918-93.8% |