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 | $101,341 | $58,523+73.2% | $99,443+1.9% | $72,985+38.9% |
| Participation rate | 52.6% | 64.6%-12.0pp | 73.8%-21.2pp | 69.5%-16.9pp |
| Annual return | 16.57% | 28.51%-11.9pp | 30.72%-14.1pp | 81.00%-64.4pp |
| Employer contribution / active EE | $2,109 | $1,512+39.5% | $2,540-17.0% | $2,440-13.6% |
| Participant deferral / active EE | $4,283 | $2,606+64.3% | $3,619+18.3% | $3,607+18.7% |
| Admin fee / account holder | $1,575 | $4,102-61.6% | $6,250-74.8% | $5,124-69.3% |