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 | $66,319 | $109,413-39.4% | $156,263-57.6% | $84,808-21.8% |
| Participation rate | 69.0% | 72.7%-3.7pp | 78.9%-9.9pp | 68.3%+0.7pp |
| Annual return | 17.90% | 20.18%-2.3pp | 59.47%-41.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,131 | $2,907-26.7% | $4,333-50.8% | $2,631-19.0% |
| Participant deferral / active EE | $5,448 | $4,590+18.7% | $6,158-11.5% | $4,212+29.3% |
| Admin fee / account holder | $9,810 | $9,357+4.8% | $14,255-31.2% | $7,344+33.6% |