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 | $104,009 | $60,022+73.3% | $88,946+16.9% | $84,808+22.6% |
| Participation rate | 54.8% | 57.8%-3.0pp | 68.8%-14.0pp | 68.3%-13.5pp |
| Annual return | 16.59% | 22.43%-5.8pp | 57.82%-41.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $3,837 | $1,703+125.3% | $2,555+50.2% | $2,631+45.8% |
| Participant deferral / active EE | $4,942 | $3,114+58.7% | $4,581+7.9% | $4,212+17.4% |
| Admin fee / account holder | $5,000 | $4,811+3.9% | $8,261-39.5% | $7,344-31.9% |