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 | $86,522 | $58,627+47.6% | $76,735+12.8% | $82,448+4.9% |
| Participation rate | 58.6% | 63.2%-4.6pp | 69.5%-10.9pp | 68.1%-9.5pp |
| Annual return | 16.56% | 39.10%-22.5pp | 29.77%-13.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,702 | $1,729-1.6% | $2,454-30.7% | $2,551-33.3% |
| Participant deferral / active EE | $3,545 | $3,134+13.1% | $4,088-13.3% | $4,139-14.3% |
| Admin fee / account holder | $2,517 | $5,323-52.7% | $7,189-65.0% | $7,234-65.2% |