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 | $108,425 | $73,933+46.7% | $96,683+12.1% | $75,163+44.3% |
| Participation rate | 53.5% | 66.4%-12.9pp | 74.3%-20.9pp | 67.2%-13.7pp |
| Annual return | 16.58% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,148 | $2,928-26.6% | $3,737-42.5% | $2,670-19.6% |
| Participant deferral / active EE | $4,150 | $3,659+13.4% | $4,878-14.9% | $4,125+0.6% |
| Admin fee / account holder | $5,512 | $5,216+5.7% | $6,730-18.1% | $5,651-2.5% |