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 | $111,382 | $54,541+104.2% | $78,778+41.4% | $70,131+58.8% |
| Participation rate | 31.0% | 60.8%-29.8pp | 69.2%-38.2pp | 69.5%-38.5pp |
| Annual return | 26.92% | 21.07%+5.8pp | 35.62%-8.7pp | 73.14%-46.2pp |
| Employer contribution / active EE | $948 | $1,089-12.9% | $1,986-52.3% | $2,342-59.5% |
| Participant deferral / active EE | $2,034 | $2,210-8.0% | $2,958-31.3% | $3,332-39.0% |
| Admin fee / account holder | $2,399 | $3,709-35.3% | $5,134-53.3% | $4,645-48.4% |