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 | $127,750 | $60,022+112.8% | $88,946+43.6% | $84,808+50.6% |
| Participation rate | 44.7% | 57.8%-13.1pp | 68.8%-24.1pp | 68.3%-23.6pp |
| Annual return | 20.38% | 22.43%-2.0pp | 57.82%-37.4pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,931 | $1,703+13.4% | $2,555-24.4% | $2,631-26.6% |
| Participant deferral / active EE | $3,995 | $3,114+28.3% | $4,581-12.8% | $4,212-5.1% |
| Admin fee / account holder | $1,868 | $4,811-61.2% | $8,261-77.4% | $7,344-74.6% |