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 | $90,841 | $77,896+16.6% | $134,172-32.3% | $82,448+10.2% |
| Participation rate | 68.8% | 62.8%+6.0pp | 72.5%-3.7pp | 68.1%+0.7pp |
| Annual return | 13.38% | 18.21%-4.8pp | 25.30%-11.9pp | 41.64%-28.3pp |
| Employer contribution / active EE | $3,614 | $2,159+67.4% | $3,420+5.7% | $2,551+41.7% |
| Participant deferral / active EE | $3,986 | $3,162+26.0% | $4,690-15.0% | $4,139-3.7% |
| Admin fee / account holder | $9,350 | $6,336+47.6% | $12,016-22.2% | $7,234+29.2% |