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 | $68,381 | $58,523+16.8% | $99,443-31.2% | $72,985-6.3% |
| Participation rate | 68.3% | 64.6%+3.6pp | 73.8%-5.6pp | 69.5%-1.2pp |
| Annual return | 19.78% | 28.51%-8.7pp | 30.72%-10.9pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,587 | $1,512+5.0% | $2,540-37.5% | $2,440-34.9% |
| Participant deferral / active EE | $4,023 | $2,606+54.4% | $3,619+11.2% | $3,607+11.5% |
| Admin fee / account holder | $2,309 | $4,102-43.7% | $6,250-63.1% | $5,124-54.9% |