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 | $109,720 | $60,022+82.8% | $88,946+23.4% | $84,808+29.4% |
| Participation rate | 58.1% | 57.8%+0.2pp | 68.8%-10.8pp | 68.3%-10.2pp |
| Annual return | 18.57% | 22.43%-3.9pp | 57.82%-39.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,470 | $1,703-13.7% | $2,555-42.5% | $2,631-44.1% |
| Participant deferral / active EE | $2,596 | $3,114-16.6% | $4,581-43.3% | $4,212-38.4% |
| Admin fee / account holder | $1,012 | $4,811-79.0% | $8,261-87.8% | $7,344-86.2% |