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 7-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 | $124,035 | $80,717+53.7% | $154,803-19.9% | $84,808+46.3% |
| Participation rate | 68.0% | 66.8%+1.2pp | 78.1%-10.1pp | 68.3%-0.3pp |
| Annual return | 14.91% | 37.96%-23.0pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,548 | $2,761-43.9% | $4,305-64.0% | $2,631-41.2% |
| Participant deferral / active EE | $5,587 | $3,303+69.1% | $5,540+0.8% | $4,212+32.7% |
| Admin fee / account holder | $8,705 | $6,746+29.1% | $14,329-39.2% | $7,344+18.5% |