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 | $103,221 | $65,365+57.9% | $92,893+11.1% | $72,985+41.4% |
| Participation rate | 61.1% | 68.3%-7.2pp | 76.0%-14.9pp | 69.5%-8.4pp |
| Annual return | 22.49% | 42.10%-19.6pp | 109.41%-86.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,514 | $2,594-3.1% | $3,653-31.2% | $2,440+3.0% |
| Participant deferral / active EE | $5,152 | $3,128+64.7% | $4,236+21.6% | $3,607+42.8% |
| Admin fee / account holder | $386 | $4,251-90.9% | $5,794-93.3% | $5,124-92.5% |