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 | $134,977 | $72,277+86.7% | $101,248+33.3% | $79,858+69.0% |
| Participation rate | 64.4% | 68.5%-4.0pp | 75.8%-11.4pp | 69.6%-5.2pp |
| Annual return | 14.37% | 22.30%-7.9pp | 46.47%-32.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,416 | $2,692-10.2% | $3,660-34.0% | $2,471-2.2% |
| Participant deferral / active EE | $6,770 | $3,282+106.3% | $4,370+54.9% | $3,740+81.0% |
| Admin fee / account holder | $679 | $4,400-84.6% | $5,945-88.6% | $5,306-87.2% |