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 | $110,382 | $83,477+32.2% | $125,175-11.8% | $72,985+51.2% |
| Participation rate | 68.6% | 73.3%-4.7pp | 79.8%-11.2pp | 69.5%-0.9pp |
| Annual return | 17.33% | 25.78%-8.5pp | 43.79%-26.5pp | 81.00%-63.7pp |
| Employer contribution / active EE | $2,694 | $2,345+14.9% | $3,865-30.3% | $2,440+10.4% |
| Participant deferral / active EE | $5,210 | $3,585+45.3% | $4,937+5.5% | $3,607+44.4% |
| Admin fee / account holder | $3,308 | $5,517-40.0% | $9,702-65.9% | $5,124-35.4% |