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 | $107,120 | $80,968+32.3% | $96,544+11.0% | $75,163+42.5% |
| Participation rate | 54.2% | 71.8%-17.5pp | 76.0%-21.7pp | 67.2%-13.0pp |
| Annual return | 17.62% | 27.06%-9.4pp | 25.84%-8.2pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,934 | $2,282-15.2% | $2,965-34.8% | $2,670-27.6% |
| Participant deferral / active EE | $2,143 | $3,928-45.4% | $4,851-55.8% | $4,125-48.0% |
| Admin fee / account holder | $2,917 | $6,724-56.6% | $8,252-64.7% | $5,651-48.4% |