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 | $106,080 | $83,477+27.1% | $125,175-15.3% | $72,985+45.3% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.0pp | 69.5%-0.7pp |
| Annual return | 23.05% | 25.78%-2.7pp | 43.79%-20.7pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,465 | $2,345+5.1% | $3,865-36.2% | $2,440+1.0% |
| Participant deferral / active EE | $4,880 | $3,585+36.1% | $4,937-1.2% | $3,607+35.3% |
| Admin fee / account holder | $26,090 | $5,517+372.9% | $9,702+168.9% | $5,124+409.1% |