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 | $111,694 | $83,477+33.8% | $125,175-10.8% | $72,985+53.0% |
| Participation rate | 65.7% | 73.3%-7.6pp | 79.8%-14.1pp | 69.5%-3.8pp |
| Annual return | 23.92% | 25.78%-1.9pp | 43.79%-19.9pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,234 | $2,345-4.7% | $3,865-42.2% | $2,440-8.4% |
| Participant deferral / active EE | $2,420 | $3,585-32.5% | $4,937-51.0% | $3,607-32.9% |
| Admin fee / account holder | $700 | $5,517-87.3% | $9,702-92.8% | $5,124-86.3% |