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 | $112,794 | $80,673+39.8% | $101,326+11.3% | $84,808+33.0% |
| Participation rate | 62.9% | 77.8%-14.9pp | 81.5%-18.6pp | 68.3%-5.5pp |
| Annual return | 16.90% | 38.95%-22.1pp | 36.82%-19.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,863 | $2,698-30.9% | $3,665-49.2% | $2,631-29.2% |
| Participant deferral / active EE | $3,591 | $6,840-47.5% | $7,994-55.1% | $4,212-14.7% |
| Admin fee / account holder | $677 | $12,784-94.7% | $11,185-93.9% | $7,344-90.8% |