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 | $105,802 | $86,929+21.7% | $102,423+3.3% | $80,856+30.9% |
| Participation rate | 68.3% | 72.4%-4.0pp | 76.5%-8.2pp | 67.6%+0.7pp |
| Annual return | 16.46% | 18.88%-2.4pp | 29.32%-12.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,186 | $2,369-7.7% | $3,023-27.7% | $2,755-20.7% |
| Participant deferral / active EE | $3,933 | $4,118-4.5% | $5,053-22.2% | $4,296-8.5% |
| Admin fee / account holder | $2,123 | $8,049-73.6% | $9,451-77.5% | $6,918-69.3% |