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 | $93,730 | $71,050+31.9% | $93,606+0.1% | $80,856+15.9% |
| Participation rate | 63.5% | 60.4%+3.1pp | 68.7%-5.2pp | 67.6%-4.1pp |
| Annual return | 14.36% | 11.26%+3.1pp | 133.20%-118.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,341 | $1,564-14.3% | $2,420-44.6% | $2,755-51.3% |
| Participant deferral / active EE | $5,397 | $4,034+33.8% | $4,411+22.3% | $4,296+25.6% |
| Admin fee / account holder | $2,032 | $6,945-70.7% | $8,285-75.5% | $6,918-70.6% |