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 | $108,708 | $58,577+85.6% | $83,333+30.4% | $64,186+69.4% |
| Participation rate | 56.3% | 72.0%-15.8pp | 77.8%-21.5pp | 69.6%-13.3pp |
| Annual return | 2.50% | 9.65%-7.1pp | 10.63%-8.1pp | 7.63%-5.1pp |
| Employer contribution / active EE | $2,558 | $2,098+21.9% | $3,379-24.3% | $2,381+7.5% |
| Participant deferral / active EE | $9,496 | $4,654+104.0% | $5,565+70.6% | $3,470+173.7% |
| Admin fee / account holder | $2,670 | $9,275-71.2% | $7,510-64.4% | $4,888-45.4% |