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 | $108,495 | $83,477+30.0% | $125,175-13.3% | $72,985+48.7% |
| Participation rate | 62.5% | 73.3%-10.8pp | 79.8%-17.3pp | 69.5%-7.0pp |
| Annual return | 23.48% | 25.78%-2.3pp | 43.79%-20.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,680 | $2,345-28.4% | $3,865-56.5% | $2,440-31.2% |
| Participant deferral / active EE | $6,083 | $3,585+69.7% | $4,937+23.2% | $3,607+68.6% |
| Admin fee / account holder | $1,011 | $5,517-81.7% | $9,702-89.6% | $5,124-80.3% |