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 | $114,516 | $68,719+66.6% | $91,541+25.1% | $84,808+35.0% |
| Participation rate | 59.5% | 64.5%-5.0pp | 69.8%-10.3pp | 68.3%-8.8pp |
| Annual return | 15.63% | 19.12%-3.5pp | 20.50%-4.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,803 | $1,920-6.1% | $2,505-28.0% | $2,631-31.5% |
| Participant deferral / active EE | $3,940 | $3,136+25.7% | $4,008-1.7% | $4,212-6.4% |
| Admin fee / account holder | $846 | $5,786-85.4% | $6,956-87.8% | $7,344-88.5% |