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 | $87,860 | $59,101+48.7% | $77,163+13.9% | $75,163+16.9% |
| Participation rate | 66.7% | 63.9%+2.8pp | 69.6%-2.9pp | 67.2%-0.5pp |
| Annual return | 13.84% | 26.71%-12.9pp | 37.87%-24.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,128 | $1,995+6.6% | $2,535-16.1% | $2,670-20.3% |
| Participant deferral / active EE | $4,403 | $2,999+46.8% | $3,833+14.9% | $4,125+6.7% |
| Admin fee / account holder | $1,704 | $4,774-64.3% | $5,472-68.9% | $5,651-69.9% |