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 | $81,133 | $73,787+10.0% | $98,716-17.8% | $82,448-1.6% |
| Participation rate | 65.0% | 61.4%+3.6pp | 69.3%-4.3pp | 68.1%-3.1pp |
| Annual return | 14.36% | 18.57%-4.2pp | 31.81%-17.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,042 | $1,511-31.0% | $2,279-54.3% | $2,551-59.2% |
| Participant deferral / active EE | $3,915 | $3,081+27.1% | $4,048-3.3% | $4,139-5.4% |
| Admin fee / account holder | $3,866 | $6,500-40.5% | $8,703-55.6% | $7,234-46.6% |