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 | $124,545 | $109,413+13.8% | $156,263-20.3% | $84,808+46.9% |
| Participation rate | 52.4% | 72.7%-20.3pp | 78.9%-26.5pp | 68.3%-15.9pp |
| Annual return | 17.22% | 20.18%-3.0pp | 59.47%-42.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,934 | $2,907+69.7% | $4,333+13.9% | $2,631+87.5% |
| Participant deferral / active EE | $8,610 | $4,590+87.6% | $6,158+39.8% | $4,212+104.4% |
| Admin fee / account holder | $7,553 | $9,357-19.3% | $14,255-47.0% | $7,344+2.9% |