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 | $154,478 | $60,022+157.4% | $88,946+73.7% | $84,808+82.2% |
| Participation rate | 64.3% | 57.8%+6.4pp | 68.8%-4.6pp | 68.3%-4.0pp |
| Annual return | 20.09% | 22.43%-2.3pp | 57.82%-37.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,347 | $1,703-20.9% | $2,555-47.3% | $2,631-48.8% |
| Participant deferral / active EE | $5,422 | $3,114+74.1% | $4,581+18.4% | $4,212+28.7% |
| Admin fee / account holder | $9,544 | $4,811+98.4% | $8,261+15.5% | $7,344+30.0% |