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 | $105,187 | $72,277+45.5% | $101,248+3.9% | $79,858+31.7% |
| Participation rate | 64.7% | 68.5%-3.8pp | 75.8%-11.1pp | 69.6%-4.9pp |
| Annual return | 13.40% | 22.30%-8.9pp | 46.47%-33.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $775 | $2,692-71.2% | $3,660-78.8% | $2,471-68.6% |
| Participant deferral / active EE | $1,557 | $3,282-52.6% | $4,370-64.4% | $3,740-58.4% |
| Admin fee / account holder | $3,458 | $4,400-21.4% | $5,945-41.8% | $5,306-34.8% |