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 | $110,580 | $80,968+36.6% | $96,544+14.5% | $75,163+47.1% |
| Participation rate | 61.0% | 71.8%-10.8pp | 76.0%-15.0pp | 67.2%-6.2pp |
| Annual return | 17.39% | 27.06%-9.7pp | 25.84%-8.4pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,748 | $2,282-23.4% | $2,965-41.1% | $2,670-34.5% |
| Participant deferral / active EE | $4,472 | $3,928+13.8% | $4,851-7.8% | $4,125+8.4% |
| Admin fee / account holder | $1,119 | $6,724-83.4% | $8,252-86.4% | $5,651-80.2% |