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 | $78,818 | $54,541+44.5% | $78,778+0.1% | $70,131+12.4% |
| Participation rate | 63.2% | 60.8%+2.4pp | 69.2%-6.0pp | 69.5%-6.3pp |
| Annual return | 15.84% | 21.07%-5.2pp | 35.62%-19.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,446 | $1,089+32.8% | $1,986-27.2% | $2,342-38.3% |
| Participant deferral / active EE | $2,786 | $2,210+26.1% | $2,958-5.8% | $3,332-16.4% |
| Admin fee / account holder | $2,293 | $3,709-38.2% | $5,134-55.3% | $4,645-50.6% |