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 | $104,347 | $86,929+20.0% | $102,423+1.9% | $80,856+29.1% |
| Participation rate | 57.1% | 72.4%-15.2pp | 76.5%-19.3pp | 67.6%-10.5pp |
| Annual return | 12.75% | 18.88%-6.1pp | 29.32%-16.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,409 | $2,369-40.5% | $3,023-53.4% | $2,755-48.9% |
| Participant deferral / active EE | $2,880 | $4,118-30.1% | $5,053-43.0% | $4,296-33.0% |
| Admin fee / account holder | $990 | $8,049-87.7% | $9,451-89.5% | $6,918-85.7% |