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 | $118,697 | $95,453+24.4% | $112,040+5.9% | $82,448+44.0% |
| Participation rate | 55.6% | 72.8%-17.2pp | 76.5%-20.9pp | 68.1%-12.5pp |
| Annual return | 14.28% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,564 | $2,318+10.6% | $2,954-13.2% | $2,551+0.5% |
| Participant deferral / active EE | $5,415 | $4,224+28.2% | $5,098+6.2% | $4,139+30.8% |
| Admin fee / account holder | $3,558 | $9,013-60.5% | $12,098-70.6% | $7,234-50.8% |