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 | $112,234 | $73,787+52.1% | $98,716+13.7% | $82,448+36.1% |
| Participation rate | 67.5% | 61.4%+6.1pp | 69.3%-1.8pp | 68.1%-0.6pp |
| Annual return | 15.47% | 18.57%-3.1pp | 31.81%-16.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,018 | $1,511+33.6% | $2,279-11.4% | $2,551-20.9% |
| Participant deferral / active EE | $2,820 | $3,081-8.5% | $4,048-30.3% | $4,139-31.9% |
| Admin fee / account holder | $1,171 | $6,500-82.0% | $8,703-86.5% | $7,234-83.8% |