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 | $179,348 | $59,839+199.7% | $81,983+118.8% | $79,858+124.6% |
| Participation rate | 69.4% | 61.6%+7.8pp | 69.2%+0.2pp | 69.6%-0.2pp |
| Annual return | 16.38% | 17.56%-1.2pp | 41.31%-24.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,341 | $1,713-21.7% | $2,498-46.3% | $2,471-45.7% |
| Participant deferral / active EE | $3,996 | $2,695+48.3% | $3,722+7.4% | $3,740+6.8% |
| Admin fee / account holder | $2,135 | $4,287-50.2% | $5,664-62.3% | $5,306-59.8% |