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 | $111,740 | $59,839+86.7% | $81,983+36.3% | $79,858+39.9% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.2%-19.2pp | 69.6%-19.6pp |
| Annual return | 13.56% | 17.56%-4.0pp | 41.31%-27.7pp | 31.71%-18.2pp |
| Employer contribution / active EE | $986 | $1,713-42.4% | $2,498-60.5% | $2,471-60.1% |
| Participant deferral / active EE | $2,811 | $2,695+4.3% | $3,722-24.5% | $3,740-24.8% |
| Admin fee / account holder | $5,929 | $4,287+38.3% | $5,664+4.7% | $5,306+11.7% |