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 | $109,549 | $69,977+56.5% | $108,579+0.9% | $62,891+74.2% |
| Participation rate | 61.0% | 72.9%-11.9pp | 79.6%-18.6pp | 69.3%-8.3pp |
| Annual return | 7.50% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $835 | $2,135-60.9% | $3,758-77.8% | $2,281-63.4% |
| Participant deferral / active EE | $5,954 | $3,165+88.1% | $4,311+38.1% | $3,203+85.9% |
| Admin fee / account holder | $15,787 | $5,076+211.0% | $7,645+106.5% | $4,296+267.5% |