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 | $106,543 | $56,897+87.3% | $84,750+25.7% | $62,891+69.4% |
| Participation rate | 68.4% | 68.5%-0.1pp | 76.6%-8.2pp | 69.3%-0.9pp |
| Annual return | 9.09% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,881 | $2,400+20.0% | $3,574-19.4% | $2,281+26.3% |
| Participant deferral / active EE | $5,965 | $2,709+120.2% | $3,712+60.7% | $3,203+86.2% |
| Admin fee / account holder | $8,773 | $3,581+145.0% | $5,332+64.5% | $4,296+104.2% |