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 | $118,037 | $88,707+33.1% | $74,183+59.1% | $273,961-56.9% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 5.73% | 11.94%-6.2pp | 17.74%-12.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,402 | $3,159-55.6% | $2,370-40.8% | $4,869-71.2% |
| Participant deferral / active EE | $6,461 | $4,212+53.4% | $3,550+82.0% | $5,287+22.2% |
| Admin fee / account holder | $504 | $8,717-94.2% | $5,586-91.0% | $10,132-95.0% |