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 | $101,308 | $54,762+85.0% | $90,281+12.2% | $72,985+38.8% |
| Participation rate | 67.7% | 65.1%+2.6pp | 73.3%-5.5pp | 69.5%-1.7pp |
| Annual return | 21.26% | 30.63%-9.4pp | 78.10%-56.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,310 | $2,092-37.4% | $2,854-54.1% | $2,440-46.3% |
| Participant deferral / active EE | $3,791 | $2,887+31.3% | $3,885-2.4% | $3,607+5.1% |
| Admin fee / account holder | $594 | $3,972-85.0% | $5,351-88.9% | $5,124-88.4% |