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 | $77,280 | $53,777+43.7% | $134,143-42.4% | $79,858-3.2% |
| Participation rate | 68.6% | 58.8%+9.8pp | 72.2%-3.6pp | 69.6%-1.1pp |
| Annual return | 13.76% | 19.01%-5.2pp | 36.33%-22.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,956 | $1,321+48.1% | $3,704-47.2% | $2,471-20.8% |
| Participant deferral / active EE | $3,998 | $2,420+65.2% | $3,499+14.3% | $3,740+6.9% |
| Admin fee / account holder | $1,204 | $3,984-69.8% | $6,684-82.0% | $5,306-77.3% |