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 | $113,424 | $43,075+163.3% | $74,583+52.1% | $62,891+80.4% |
| Participation rate | 66.7% | 58.1%+8.6pp | 68.1%-1.4pp | 69.3%-2.6pp |
| Annual return | 7.50% | 17.50%-10.0pp | 20.47%-13.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $829 | $1,498-44.7% | $2,525-67.2% | $2,281-63.7% |
| Participant deferral / active EE | $2,425 | $2,389+1.5% | $3,458-29.9% | $3,203-24.3% |
| Admin fee / account holder | $3,008 | $2,840+5.9% | $4,138-27.3% | $4,296-30.0% |