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 | $107,096 | $64,348+66.4% | $90,160+18.8% | $70,131+52.7% |
| Participation rate | 57.1% | 70.4%-13.3pp | 76.9%-19.7pp | 69.5%-12.4pp |
| Annual return | 25.04% | 28.13%-3.1pp | 34.88%-9.8pp | 73.14%-48.1pp |
| Employer contribution / active EE | $2,073 | $2,046+1.3% | $3,318-37.5% | $2,342-11.5% |
| Participant deferral / active EE | $8,254 | $4,389+88.1% | $5,288+56.1% | $3,332+147.7% |
| Admin fee / account holder | $5,208 | $3,944+32.1% | $5,943-12.4% | $4,645+12.1% |