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 | $100,529 | $73,933+36.0% | $96,683+4.0% | $75,163+33.7% |
| Participation rate | 65.8% | 66.4%-0.6pp | 74.3%-8.6pp | 67.2%-1.4pp |
| Annual return | 17.48% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,964 | $2,928-32.9% | $3,737-47.4% | $2,670-26.4% |
| Participant deferral / active EE | $5,726 | $3,659+56.5% | $4,878+17.4% | $4,125+38.8% |
| Admin fee / account holder | $353 | $5,216-93.2% | $6,730-94.7% | $5,651-93.7% |