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 | $127,721 | $87,733+45.6% | $106,548+19.9% | $85,850+48.8% |
| Participation rate | 64.7% | 71.9%-7.2pp | 76.1%-11.4pp | 69.3%-4.6pp |
| Annual return | 15.78% | 21.86%-6.1pp | 26.80%-11.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,915 | $2,073-7.6% | $2,819-32.1% | $2,565-25.3% |
| Participant deferral / active EE | $5,139 | $3,469+48.1% | $4,398+16.8% | $3,952+30.0% |
| Admin fee / account holder | $1,692 | $6,767-75.0% | $7,407-77.2% | $6,260-73.0% |