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 | $108,851 | $58,512+86.0% | $84,015+29.6% | $72,985+49.1% |
| Participation rate | 62.8% | 61.2%+1.6pp | 69.0%-6.2pp | 69.5%-6.7pp |
| Annual return | 23.18% | 28.93%-5.7pp | 71.31%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,409 | $1,163+21.1% | $1,983-29.0% | $2,440-42.3% |
| Participant deferral / active EE | $4,178 | $2,394+74.6% | $3,239+29.0% | $3,607+15.8% |
| Admin fee / account holder | $14,048 | $4,569+207.5% | $6,101+130.3% | $5,124+174.1% |