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 | $103,008 | $76,367+34.9% | $93,606+10.0% | $72,985+41.1% |
| Participation rate | 69.3% | 71.7%-2.4pp | 75.8%-6.5pp | 69.5%-0.2pp |
| Annual return | 26.34% | 25.82%+0.5pp | 32.76%-6.4pp | 81.00%-54.7pp |
| Employer contribution / active EE | $2,502 | $2,275+10.0% | $2,718-7.9% | $2,440+2.5% |
| Participant deferral / active EE | $4,123 | $3,538+16.5% | $4,069+1.3% | $3,607+14.3% |
| Admin fee / account holder | $874 | $6,838-87.2% | $7,888-88.9% | $5,124-82.9% |