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 | $93,007 | $59,443+56.5% | $70,164+32.6% | $75,163+23.7% |
| Participation rate | 61.3% | 71.6%-10.3pp | 78.8%-17.6pp | 67.2%-5.9pp |
| Annual return | 15.69% | 18.53%-2.8pp | 18.87%-3.2pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,074 | $3,306-7.0% | $4,287-28.3% | $2,670+15.1% |
| Participant deferral / active EE | $3,762 | $3,653+3.0% | $5,395-30.3% | $4,125-8.8% |
| Admin fee / account holder | $8,055 | $4,397+83.2% | $4,561+76.6% | $5,651+42.5% |