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 | $93,965 | $64,348+46.0% | $90,160+4.2% | $70,131+34.0% |
| Participation rate | 65.0% | 70.4%-5.4pp | 76.9%-11.9pp | 69.5%-4.5pp |
| Annual return | 26.01% | 28.13%-2.1pp | 34.88%-8.9pp | 73.14%-47.1pp |
| Employer contribution / active EE | $2,629 | $2,046+28.5% | $3,318-20.8% | $2,342+12.2% |
| Participant deferral / active EE | $6,829 | $4,389+55.6% | $5,288+29.2% | $3,332+105.0% |
| Admin fee / account holder | $1,584 | $3,944-59.8% | $5,943-73.4% | $4,645-65.9% |