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 | $131,486 | $95,803+37.2% | $113,168+16.2% | $84,808+55.0% |
| Participation rate | 68.8% | 72.9%-4.1pp | 76.6%-7.8pp | 68.3%+0.4pp |
| Annual return | 15.90% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,258 | $2,360-46.7% | $2,975-57.7% | $2,631-52.2% |
| Participant deferral / active EE | $4,808 | $4,242+13.3% | $5,107-5.9% | $4,212+14.2% |
| Admin fee / account holder | $2,611 | $8,989-71.0% | $12,068-78.4% | $7,344-64.5% |