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 | $104,925 | $58,512+79.3% | $84,015+24.9% | $72,985+43.8% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.0%-9.0pp | 69.5%-9.5pp |
| Annual return | 24.07% | 28.93%-4.9pp | 71.31%-47.2pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,971 | $1,163+69.5% | $1,983-0.6% | $2,440-19.2% |
| Participant deferral / active EE | $5,236 | $2,394+118.7% | $3,239+61.7% | $3,607+45.1% |
| Admin fee / account holder | $7,430 | $4,569+62.6% | $6,101+21.8% | $5,124+45.0% |