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 | $116,474 | $70,475+65.3% | $100,516+15.9% | $79,858+45.9% |
| Participation rate | 60.7% | 73.7%-12.9pp | 79.4%-18.7pp | 69.6%-8.9pp |
| Annual return | 19.51% | 21.90%-2.4pp | 30.89%-11.4pp | 31.71%-12.2pp |
| Employer contribution / active EE | $906 | $2,165-58.1% | $3,418-73.5% | $2,471-63.3% |
| Participant deferral / active EE | $3,261 | $5,181-37.1% | $6,270-48.0% | $3,740-12.8% |
| Admin fee / account holder | $2,182 | $4,478-51.3% | $8,081-73.0% | $5,306-58.9% |