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 | $103,622 | $108,825-4.8% | $156,181-33.7% | $82,448+25.7% |
| Participation rate | 62.7% | 72.4%-9.6pp | 78.8%-16.1pp | 68.1%-5.3pp |
| Annual return | 17.46% | 20.59%-3.1pp | 64.87%-47.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $4,118 | $2,870+43.5% | $4,294-4.1% | $2,551+61.4% |
| Participant deferral / active EE | $2,268 | $4,577-50.5% | $6,132-63.0% | $4,139-45.2% |
| Admin fee / account holder | $3,415 | $9,341-63.4% | $14,586-76.6% | $7,234-52.8% |