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 | $99,237 | $56,897+74.4% | $84,750+17.1% | $62,891+57.8% |
| Participation rate | 69.0% | 68.5%+0.4pp | 76.6%-7.6pp | 69.3%-0.3pp |
| Annual return | 6.53% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,162 | $2,400-51.6% | $3,574-67.5% | $2,281-49.0% |
| Participant deferral / active EE | $5,458 | $2,709+101.5% | $3,712+47.1% | $3,203+70.4% |
| Admin fee / account holder | $847 | $3,581-76.3% | $5,332-84.1% | $4,296-80.3% |