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 | $142,882 | $73,787+93.6% | $98,716+44.7% | $82,448+73.3% |
| Participation rate | 68.8% | 61.4%+7.3pp | 69.3%-0.5pp | 68.1%+0.7pp |
| Annual return | 23.00% | 18.57%+4.4pp | 31.81%-8.8pp | 41.64%-18.6pp |
| Employer contribution / active EE | $1,792 | $1,511+18.6% | $2,279-21.3% | $2,551-29.7% |
| Participant deferral / active EE | $5,645 | $3,081+83.2% | $4,048+39.5% | $4,139+36.4% |
| Admin fee / account holder | $1,485 | $6,500-77.2% | $8,703-82.9% | $7,234-79.5% |