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 | $123,141 | $109,413+12.5% | $156,263-21.2% | $84,808+45.2% |
| Participation rate | 69.2% | 72.7%-3.5pp | 78.9%-9.7pp | 68.3%+0.9pp |
| Annual return | 13.67% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $896 | $2,907-69.2% | $4,333-79.3% | $2,631-65.9% |
| Participant deferral / active EE | $3,658 | $4,590-20.3% | $6,158-40.6% | $4,212-13.1% |
| Admin fee / account holder | $18,579 | $9,357+98.6% | $14,255+30.3% | $7,344+153.0% |