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 | $130,853 | $73,787+77.3% | $98,716+32.6% | $82,448+58.7% |
| Participation rate | 69.4% | 61.4%+8.0pp | 69.3%+0.1pp | 68.1%+1.3pp |
| Annual return | 17.85% | 18.57%-0.7pp | 31.81%-14.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,098 | $1,511-27.3% | $2,279-51.8% | $2,551-57.0% |
| Participant deferral / active EE | $3,402 | $3,081+10.4% | $4,048-16.0% | $4,139-17.8% |
| Admin fee / account holder | $12,235 | $6,500+88.2% | $8,703+40.6% | $7,234+69.1% |