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 | $99,308 | $99,3410% | $84,750+17.2% | $273,961-63.8% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 7.95% | 22.93%-15.0pp | 22.78%-14.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,160 | $4,214-72.5% | $3,574-67.5% | $4,869-76.2% |
| Participant deferral / active EE | $6,337 | $4,269+48.4% | $3,712+70.7% | $5,287+19.9% |
| Admin fee / account holder | $438 | $6,644-93.4% | $5,332-91.8% | $10,132-95.7% |