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 | $99,344 | $67,606+46.9% | $82,313+20.7% | $70,131+41.7% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.9%-24.9pp | 69.5%-17.5pp |
| Annual return | 15.05% | 21.57%-6.5pp | 25.88%-10.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,216 | $1,755+26.3% | $2,428-8.7% | $2,342-5.4% |
| Participant deferral / active EE | $4,718 | $2,987+58.0% | $3,706+27.3% | $3,332+41.6% |
| Admin fee / account holder | $1,222 | $4,512-72.9% | $5,608-78.2% | $4,645-73.7% |