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 | $105,486 | $60,349+74.8% | $74,183+42.2% | $62,891+67.7% |
| Participation rate | 64.1% | 72.7%-8.6pp | 76.6%-12.5pp | 69.3%-5.2pp |
| Annual return | 6.67% | 21.37%-14.7pp | 17.74%-11.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,254 | $1,680-25.4% | $2,370-47.1% | $2,281-45.0% |
| Participant deferral / active EE | $2,333 | $2,856-18.3% | $3,550-34.3% | $3,203-27.2% |
| Admin fee / account holder | $1,043 | $4,261-75.5% | $5,586-81.3% | $4,296-75.7% |