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 | $125,260 | $74,927+67.2% | $101,794+23.1% | $84,808+47.7% |
| Participation rate | 56.3% | 61.4%-5.2pp | 69.2%-12.9pp | 68.3%-12.1pp |
| Annual return | 18.12% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,362 | $1,522+120.9% | $2,289+46.9% | $2,631+27.8% |
| Participant deferral / active EE | $5,042 | $3,099+62.7% | $4,084+23.5% | $4,212+19.7% |
| Admin fee / account holder | $6,452 | $6,514-1.0% | $8,777-26.5% | $7,344-12.1% |