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 | $110,702 | $73,787+50.0% | $98,716+12.1% | $82,448+34.3% |
| Participation rate | 59.0% | 61.4%-2.4pp | 69.3%-10.3pp | 68.1%-9.1pp |
| Annual return | 16.35% | 18.57%-2.2pp | 31.81%-15.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,107 | $1,511+39.4% | $2,279-7.5% | $2,551-17.4% |
| Participant deferral / active EE | $3,886 | $3,081+26.1% | $4,048-4.0% | $4,139-6.1% |
| Admin fee / account holder | $2,078 | $6,500-68.0% | $8,703-76.1% | $7,234-71.3% |