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 | $95,205 | $54,762+73.9% | $90,281+5.5% | $72,985+30.4% |
| Participation rate | 59.6% | 65.1%-5.5pp | 73.3%-13.6pp | 69.5%-9.8pp |
| Annual return | 20.39% | 30.63%-10.2pp | 78.10%-57.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,619 | $2,092-22.6% | $2,854-43.3% | $2,440-33.6% |
| Participant deferral / active EE | $3,039 | $2,887+5.3% | $3,885-21.8% | $3,607-15.7% |
| Admin fee / account holder | $7,108 | $3,972+78.9% | $5,351+32.8% | $5,124+38.7% |