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 | $100,004 | $64,348+55.4% | $90,160+10.9% | $70,131+42.6% |
| Participation rate | 59.0% | 70.4%-11.5pp | 76.9%-17.9pp | 69.5%-10.6pp |
| Annual return | 18.68% | 28.13%-9.5pp | 34.88%-16.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,520 | $2,046-25.7% | $3,318-54.2% | $2,342-35.1% |
| Participant deferral / active EE | $5,558 | $4,389+26.7% | $5,288+5.1% | $3,332+66.8% |
| Admin fee / account holder | $452 | $3,944-88.5% | $5,943-92.4% | $4,645-90.3% |