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 | $101,087 | $46,869+115.7% | $122,332-17.4% | $70,131+44.1% |
| Participation rate | 61.8% | 58.2%+3.6pp | 71.6%-9.9pp | 69.5%-7.8pp |
| Annual return | 14.77% | 24.22%-9.4pp | 30.27%-15.5pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,042 | $1,288-19.1% | $4,050-74.3% | $2,342-55.5% |
| Participant deferral / active EE | $3,800 | $2,166+75.4% | $3,287+15.6% | $3,332+14.1% |
| Admin fee / account holder | $2,329 | $3,322-29.9% | $5,478-57.5% | $4,645-49.9% |