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 | $145,617 | $60,022+142.6% | $88,946+63.7% | $84,808+71.7% |
| Participation rate | 57.1% | 57.8%-0.7pp | 68.8%-11.7pp | 68.3%-11.2pp |
| Annual return | 15.68% | 22.43%-6.8pp | 57.82%-42.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,103 | $1,703+23.5% | $2,555-17.7% | $2,631-20.1% |
| Participant deferral / active EE | $3,003 | $3,114-3.6% | $4,581-34.5% | $4,212-28.7% |
| Admin fee / account holder | $8,816 | $4,811+83.3% | $8,261+6.7% | $7,344+20.1% |