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 | $111,584 | $77,503+44.0% | $100,391+11.1% | $80,856+38.0% |
| Participation rate | 62.7% | 76.9%-14.3pp | 81.5%-18.8pp | 67.6%-5.0pp |
| Annual return | 13.92% | 37.20%-23.3pp | 49.20%-35.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $827 | $2,801-70.5% | $3,942-79.0% | $2,755-70.0% |
| Participant deferral / active EE | $4,674 | $6,820-31.5% | $8,082-42.2% | $4,296+8.8% |
| Admin fee / account holder | $6,674 | $5,897+13.2% | $7,899-15.5% | $6,918-3.5% |