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 | $106,113 | $55,706+90.5% | $75,886+39.8% | $72,985+45.4% |
| Participation rate | 63.6% | 61.1%+2.5pp | 69.3%-5.6pp | 69.5%-5.8pp |
| Annual return | 19.11% | 27.59%-8.5pp | 30.76%-11.6pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,689 | $1,687+0.1% | $2,500-32.5% | $2,440-30.8% |
| Participant deferral / active EE | $2,809 | $2,634+6.6% | $3,603-22.0% | $3,607-22.1% |
| Admin fee / account holder | $3,966 | $3,978-0.3% | $5,418-26.8% | $5,124-22.6% |