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 | $115,789 | $74,927+54.5% | $101,794+13.7% | $84,808+36.5% |
| Participation rate | 60.5% | 61.4%-0.9pp | 69.2%-8.7pp | 68.3%-7.8pp |
| Annual return | 17.06% | 18.70%-1.6pp | 30.53%-13.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $569 | $1,522-62.6% | $2,289-75.2% | $2,631-78.4% |
| Participant deferral / active EE | $4,883 | $3,099+57.6% | $4,084+19.6% | $4,212+15.9% |
| Admin fee / account holder | $2,978 | $6,514-54.3% | $8,777-66.1% | $7,344-59.5% |