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 3-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 | $117,783 | $80,673+46.0% | $101,326+16.2% | $84,808+38.9% |
| Participation rate | 64.7% | 77.8%-13.1pp | 81.5%-16.8pp | 68.3%-3.6pp |
| Annual return | 17.40% | 38.95%-21.6pp | 36.82%-19.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,581 | $2,698+69.8% | $3,665+25.0% | $2,631+74.1% |
| Participant deferral / active EE | $7,910 | $6,840+15.6% | $7,994-1.1% | $4,212+87.8% |
| Admin fee / account holder | $11,553 | $12,784-9.6% | $11,185+3.3% | $7,344+57.3% |