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 | $108,152 | $54,762+97.5% | $90,281+19.8% | $72,985+48.2% |
| Participation rate | 65.4% | 65.1%+0.2pp | 73.3%-7.9pp | 69.5%-4.1pp |
| Annual return | 17.35% | 30.63%-13.3pp | 78.10%-60.7pp | 81.00%-63.7pp |
| Employer contribution / active EE | $1,481 | $2,092-29.2% | $2,854-48.1% | $2,440-39.3% |
| Participant deferral / active EE | $2,985 | $2,887+3.4% | $3,885-23.2% | $3,607-17.2% |
| Admin fee / account holder | $12,239 | $3,972+208.1% | $5,351+128.7% | $5,124+138.8% |