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 | $130,044 | $72,277+79.9% | $101,248+28.4% | $79,858+62.8% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 18.50% | 22.30%-3.8pp | 46.47%-28.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,362 | $2,692-12.3% | $3,660-35.5% | $2,471-4.4% |
| Participant deferral / active EE | $5,105 | $3,282+55.6% | $4,370+16.8% | $3,740+36.5% |
| Admin fee / account holder | $3,366 | $4,400-23.5% | $5,945-43.4% | $5,306-36.6% |