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 | $129,237 | $63,355+104.0% | $91,989+40.5% | $72,985+77.1% |
| Participation rate | 67.4% | 72.5%-5.1pp | 78.6%-11.2pp | 69.5%-2.0pp |
| Annual return | 21.40% | 35.35%-13.9pp | 69.02%-47.6pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,827 | $2,116+33.6% | $3,452-18.1% | $2,440+15.9% |
| Participant deferral / active EE | $6,565 | $4,883+34.5% | $5,923+10.8% | $3,607+82.0% |
| Admin fee / account holder | $1,996 | $4,668-57.2% | $7,743-74.2% | $5,124-61.1% |