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 | $88,019 | $59,839+47.1% | $81,983+7.4% | $79,858+10.2% |
| Participation rate | 59.1% | 61.6%-2.5pp | 69.2%-10.2pp | 69.6%-10.5pp |
| Annual return | 24.05% | 17.56%+6.5pp | 41.31%-17.3pp | 31.71%-7.7pp |
| Employer contribution / active EE | $3,242 | $1,713+89.2% | $2,498+29.8% | $2,471+31.2% |
| Participant deferral / active EE | $1,339 | $2,695-50.3% | $3,722-64.0% | $3,740-64.2% |
| Admin fee / account holder | $1,592 | $4,287-62.9% | $5,664-71.9% | $5,306-70.0% |