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 | $112,735 | $81,460+38.4% | $103,333+9.1% | $80,856+39.4% |
| Participation rate | 68.8% | 66.8%+1.9pp | 74.5%-5.8pp | 67.6%+1.1pp |
| Annual return | 13.05% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,110 | $3,105-64.2% | $3,868-71.3% | $2,755-59.7% |
| Participant deferral / active EE | $4,648 | $3,869+20.1% | $5,057-8.1% | $4,296+8.2% |
| Admin fee / account holder | $2,138 | $6,566-67.4% | $8,355-74.4% | $6,918-69.1% |