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 | $98,730 | $68,719+43.7% | $91,541+7.9% | $84,808+16.4% |
| Participation rate | 56.0% | 64.5%-8.5pp | 69.8%-13.8pp | 68.3%-12.3pp |
| Annual return | 18.64% | 19.12%-0.5pp | 20.50%-1.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,543 | $1,920-19.6% | $2,505-38.4% | $2,631-41.3% |
| Participant deferral / active EE | $2,260 | $3,136-27.9% | $4,008-43.6% | $4,212-46.3% |
| Admin fee / account holder | $843 | $5,786-85.4% | $6,956-87.9% | $7,344-88.5% |