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 | $120,791 | $63,764+89.4% | $81,930+47.4% | $79,858+51.3% |
| Participation rate | 61.1% | 67.5%-6.4pp | 72.0%-10.9pp | 69.6%-8.5pp |
| Annual return | 10.90% | 22.66%-11.8pp | 29.49%-18.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,254 | $1,795-30.1% | $4,310-70.9% | $2,471-49.2% |
| Participant deferral / active EE | $3,604 | $2,780+29.6% | $7,107-49.3% | $3,740-3.6% |
| Admin fee / account holder | $6,640 | $4,426+50.0% | $5,158+28.7% | $5,306+25.1% |