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 | $145,907 | $81,460+79.1% | $103,333+41.2% | $80,856+80.5% |
| Participation rate | 56.7% | 66.8%-10.2pp | 74.5%-17.8pp | 67.6%-11.0pp |
| Annual return | 26.05% | 25.55%+0.5pp | 24.88%+1.2pp | 35.59%-9.5pp |
| Employer contribution / active EE | $2,284 | $3,105-26.4% | $3,868-41.0% | $2,755-17.1% |
| Participant deferral / active EE | $4,448 | $3,869+15.0% | $5,057-12.0% | $4,296+3.6% |
| Admin fee / account holder | $4,584 | $6,566-30.2% | $8,355-45.1% | $6,918-33.7% |