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 | $138,376 | $54,762+152.7% | $90,281+53.3% | $72,985+89.6% |
| Participation rate | 65.9% | 65.1%+0.8pp | 73.3%-7.4pp | 69.5%-3.6pp |
| Annual return | 18.95% | 30.63%-11.7pp | 78.10%-59.1pp | 81.00%-62.1pp |
| Employer contribution / active EE | $689 | $2,092-67.1% | $2,854-75.9% | $2,440-71.8% |
| Participant deferral / active EE | $3,743 | $2,887+29.6% | $3,885-3.7% | $3,607+3.8% |
| Admin fee / account holder | $4,975 | $3,972+25.3% | $5,351-7.0% | $5,124-2.9% |