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 | $118,038 | $68,719+71.8% | $91,541+28.9% | $84,808+39.2% |
| Participation rate | 59.2% | 64.5%-5.3pp | 69.8%-10.6pp | 68.3%-9.1pp |
| Annual return | 16.91% | 19.12%-2.2pp | 20.50%-3.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,132 | $1,920+63.1% | $2,505+25.1% | $2,631+19.0% |
| Participant deferral / active EE | $6,953 | $3,136+121.7% | $4,008+73.5% | $4,212+65.1% |
| Admin fee / account holder | $6,310 | $5,786+9.1% | $6,956-9.3% | $7,344-14.1% |