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 | $47,060 | $64,480-27.0% | $81,382-42.2% | $80,856-41.8% |
| Participation rate | 65.4% | 63.9%+1.5pp | 69.5%-4.1pp | 67.6%-2.3pp |
| Annual return | 13.81% | 16.34%-2.5pp | 24.73%-10.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,574 | $1,978+30.1% | $2,463+4.5% | $2,755-6.6% |
| Participant deferral / active EE | $5,618 | $3,094+81.6% | $3,883+44.7% | $4,296+30.8% |
| Admin fee / account holder | $10,423 | $5,671+83.8% | $5,768+80.7% | $6,918+50.7% |