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 | $132,321 | $95,453+38.6% | $112,040+18.1% | $82,448+60.5% |
| Participation rate | 63.9% | 72.8%-8.9pp | 76.5%-12.6pp | 68.1%-4.2pp |
| Annual return | 17.79% | 23.92%-6.1pp | 24.52%-6.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,414 | $2,318-39.0% | $2,954-52.1% | $2,551-44.6% |
| Participant deferral / active EE | $5,244 | $4,224+24.1% | $5,098+2.9% | $4,139+26.7% |
| Admin fee / account holder | $451 | $9,013-95.0% | $12,098-96.3% | $7,234-93.8% |