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 | $118,616 | $68,719+72.6% | $91,541+29.6% | $84,808+39.9% |
| Participation rate | 66.0% | 64.5%+1.5pp | 69.8%-3.8pp | 68.3%-2.3pp |
| Annual return | 33.83% | 19.12%+14.7pp | 20.50%+13.3pp | 40.90%-7.1pp |
| Employer contribution / active EE | $1,313 | $1,920-31.6% | $2,505-47.6% | $2,631-50.1% |
| Participant deferral / active EE | $2,989 | $3,136-4.7% | $4,008-25.4% | $4,212-29.0% |
| Admin fee / account holder | $2,943 | $5,786-49.1% | $6,956-57.7% | $7,344-59.9% |