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 | $91,916 | $76,552+20.1% | $123,892-25.8% | $62,891+46.2% |
| Participation rate | 65.3% | 73.0%-7.7pp | 81.4%-16.1pp | 69.3%-4.0pp |
| Annual return | 7.87% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,608 | $2,883-9.5% | $4,617-43.5% | $2,281+14.4% |
| Participant deferral / active EE | $5,200 | $4,840+7.4% | $5,984-13.1% | $3,203+62.3% |
| Admin fee / account holder | $507 | $4,826-89.5% | $8,357-93.9% | $4,296-88.2% |