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 | $115,781 | $80,717+43.4% | $154,803-25.2% | $84,808+36.5% |
| Participation rate | 68.3% | 66.8%+1.5pp | 78.1%-9.8pp | 68.3%0pp |
| Annual return | 15.20% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,381 | $2,761-13.8% | $4,305-44.7% | $2,631-9.5% |
| Participant deferral / active EE | $5,540 | $3,303+67.7% | $5,5400% | $4,212+31.5% |
| Admin fee / account holder | $8,041 | $6,746+19.2% | $14,329-43.9% | $7,344+9.5% |