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 | $88,580 | $60,022+47.6% | $88,946-0.4% | $84,808+4.4% |
| Participation rate | 65.5% | 57.8%+7.7pp | 68.8%-3.3pp | 68.3%-2.8pp |
| Annual return | 19.06% | 22.43%-3.4pp | 57.82%-38.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $6,238 | $1,703+266.3% | $2,555+144.1% | $2,631+137.1% |
| Participant deferral / active EE | $4,486 | $3,114+44.1% | $4,581-2.1% | $4,212+6.5% |
| Admin fee / account holder | $1,605 | $4,811-66.6% | $8,261-80.6% | $7,344-78.1% |