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 | $106,006 | $65,365+62.2% | $92,893+14.1% | $72,985+45.2% |
| Participation rate | 67.5% | 68.3%-0.8pp | 76.0%-8.5pp | 69.5%-2.0pp |
| Annual return | 22.17% | 42.10%-19.9pp | 109.41%-87.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,818 | $2,594-29.9% | $3,653-50.2% | $2,440-25.5% |
| Participant deferral / active EE | $1,845 | $3,128-41.0% | $4,236-56.5% | $3,607-48.9% |
| Admin fee / account holder | $488 | $4,251-88.5% | $5,794-91.6% | $5,124-90.5% |