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 | $137,103 | $94,031+45.8% | $115,768+18.4% | $82,448+66.3% |
| Participation rate | 65.5% | 70.4%-5.0pp | 74.4%-8.9pp | 68.1%-2.6pp |
| Annual return | 14.67% | 20.61%-5.9pp | 100.46%-85.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,922 | $2,323-17.3% | $2,940-34.6% | $2,551-24.6% |
| Participant deferral / active EE | $5,074 | $3,972+27.8% | $4,917+3.2% | $4,139+22.6% |
| Admin fee / account holder | $3,061 | $10,249-70.1% | $12,439-75.4% | $7,234-57.7% |