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 | $94,412 | $63,355+49.0% | $91,989+2.6% | $72,985+29.4% |
| Participation rate | 63.9% | 72.5%-8.6pp | 78.6%-14.7pp | 69.5%-5.6pp |
| Annual return | 23.37% | 35.35%-12.0pp | 69.02%-45.6pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,633 | $2,116-22.8% | $3,452-52.7% | $2,440-33.1% |
| Participant deferral / active EE | $2,924 | $4,883-40.1% | $5,923-50.6% | $3,607-18.9% |
| Admin fee / account holder | $9,262 | $4,668+98.4% | $7,743+19.6% | $5,124+80.8% |