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 | $118,094 | $74,927+57.6% | $101,794+16.0% | $84,808+39.2% |
| Participation rate | 61.8% | 61.4%+0.4pp | 69.2%-7.4pp | 68.3%-6.5pp |
| Annual return | 15.26% | 18.70%-3.4pp | 30.53%-15.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,969 | $1,522+29.4% | $2,289-14.0% | $2,631-25.2% |
| Participant deferral / active EE | $5,120 | $3,099+65.2% | $4,084+25.4% | $4,212+21.6% |
| Admin fee / account holder | $25,385 | $6,514+289.7% | $8,777+189.2% | $7,344+245.7% |