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 | $98,211 | $64,480+52.3% | $81,382+20.7% | $80,856+21.5% |
| Participation rate | 47.5% | 63.9%-16.4pp | 69.5%-22.0pp | 67.6%-20.1pp |
| Annual return | 15.44% | 16.34%-0.9pp | 24.73%-9.3pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,668 | $1,978-15.7% | $2,463-32.3% | $2,755-39.4% |
| Participant deferral / active EE | $5,023 | $3,094+62.4% | $3,883+29.4% | $4,296+16.9% |
| Admin fee / account holder | $837 | $5,671-85.2% | $5,768-85.5% | $6,918-87.9% |