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 3-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 | $95,527 | $68,719+39.0% | $91,541+4.4% | $84,808+12.6% |
| Participation rate | 40.7% | 64.5%-23.8pp | 69.8%-29.0pp | 68.3%-27.6pp |
| Annual return | 24.34% | 19.12%+5.2pp | 20.50%+3.8pp | 40.90%-16.6pp |
| Employer contribution / active EE | $1,909 | $1,920-0.6% | $2,505-23.8% | $2,631-27.4% |
| Participant deferral / active EE | $3,637 | $3,136+16.0% | $4,008-9.2% | $4,212-13.6% |
| Admin fee / account holder | $13,115 | $5,786+126.7% | $6,956+88.5% | $7,344+78.6% |