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 | $114,564 | $50,972+124.8% | $88,538+29.4% | $72,985+57.0% |
| Participation rate | 64.0% | 63.4%+0.6pp | 68.7%-4.7pp | 69.5%-5.5pp |
| Annual return | 22.45% | 29.62%-7.2pp | 43.64%-21.2pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,041 | $1,475-29.4% | $2,098-50.4% | $2,440-57.3% |
| Participant deferral / active EE | $1,628 | $2,230-27.0% | $2,914-44.1% | $3,607-54.9% |
| Admin fee / account holder | $5,763 | $3,230+78.4% | $4,310+33.7% | $5,124+12.5% |