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 | $101,954 | $56,897+79.2% | $84,750+20.3% | $62,891+62.1% |
| Participation rate | 67.9% | 68.5%-0.7pp | 76.6%-8.7pp | 69.3%-1.4pp |
| Annual return | 8.81% | 6.30%+2.5pp | 22.78%-14.0pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,246 | $2,400-6.4% | $3,574-37.2% | $2,281-1.5% |
| Participant deferral / active EE | $3,522 | $2,709+30.0% | $3,712-5.1% | $3,203+10.0% |
| Admin fee / account holder | $6,359 | $3,581+77.6% | $5,332+19.3% | $4,296+48.0% |