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 | $123,853 | $74,927+65.3% | $101,794+21.7% | $84,808+46.0% |
| Participation rate | 54.5% | 61.4%-6.9pp | 69.2%-14.6pp | 68.3%-13.8pp |
| Annual return | 20.78% | 18.70%+2.1pp | 30.53%-9.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $792 | $1,522-47.9% | $2,289-65.4% | $2,631-69.9% |
| Participant deferral / active EE | $4,484 | $3,099+44.7% | $4,084+9.8% | $4,212+6.5% |
| Admin fee / account holder | $2,450 | $6,514-62.4% | $8,777-72.1% | $7,344-66.6% |