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 | $104,014 | $71,050+46.4% | $93,606+11.1% | $80,856+28.6% |
| Participation rate | 68.4% | 60.4%+8.0pp | 68.7%-0.3pp | 67.6%+0.8pp |
| Annual return | 10.01% | 11.26%-1.3pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,695 | $1,564+8.4% | $2,420-30.0% | $2,755-38.5% |
| Participant deferral / active EE | $2,613 | $4,034-35.2% | $4,411-40.8% | $4,296-39.2% |
| Admin fee / account holder | $380 | $6,945-94.5% | $8,285-95.4% | $6,918-94.5% |