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 | $60,628 | $55,932+8.4% | $76,735-21.0% | $67,986-10.8% |
| Participation rate | 45.8% | 50.8%-5.0pp | 69.5%-23.7pp | 57.2%-11.4pp |
| Annual return | 14.86% | 23.10%-8.2pp | 29.77%-14.9pp | 31.67%-16.8pp |
| Employer contribution / active EE | $1,935 | $1,487+30.2% | $2,454-21.2% | $2,019-4.1% |
| Participant deferral / active EE | $3,466 | $2,558+35.5% | $4,088-15.2% | $3,358+3.2% |
| Admin fee / account holder | $6,548 | $4,907+33.4% | $7,189-8.9% | $3,203+104.4% |