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 | $103,876 | $59,839+73.6% | $81,983+26.7% | $79,858+30.1% |
| Participation rate | 61.0% | 61.6%-0.6pp | 69.2%-8.3pp | 69.6%-8.7pp |
| Annual return | 12.02% | 17.56%-5.5pp | 41.31%-29.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,298 | $1,713-24.2% | $2,498-48.0% | $2,471-47.5% |
| Participant deferral / active EE | $1,844 | $2,695-31.6% | $3,722-50.5% | $3,740-50.7% |
| Admin fee / account holder | $1,345 | $4,287-68.6% | $5,664-76.2% | $5,306-74.7% |