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 | $81,907 | $50,972+60.7% | $88,538-7.5% | $72,985+12.2% |
| Participation rate | 64.4% | 63.4%+1.0pp | 68.7%-4.3pp | 69.5%-5.1pp |
| Annual return | 27.21% | 29.62%-2.4pp | 43.64%-16.4pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,921 | $1,475+30.3% | $2,098-8.4% | $2,440-21.3% |
| Participant deferral / active EE | $4,340 | $2,230+94.6% | $2,914+48.9% | $3,607+20.3% |
| Admin fee / account holder | $540 | $3,230-83.3% | $4,310-87.5% | $5,124-89.5% |