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 | $94,702 | $59,839+58.3% | $81,983+15.5% | $79,858+18.6% |
| Participation rate | 68.0% | 61.6%+6.4pp | 69.2%-1.2pp | 69.6%-1.6pp |
| Annual return | 16.04% | 17.56%-1.5pp | 41.31%-25.3pp | 31.71%-15.7pp |
| Employer contribution / active EE | $803 | $1,713-53.2% | $2,498-67.9% | $2,471-67.5% |
| Participant deferral / active EE | $3,695 | $2,695+37.1% | $3,722-0.7% | $3,740-1.2% |
| Admin fee / account holder | $335 | $4,287-92.2% | $5,664-94.1% | $5,306-93.7% |