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 | $73,828 | $58,523+26.2% | $99,443-25.8% | $72,985+1.2% |
| Participation rate | 65.0% | 64.6%+0.4pp | 73.8%-8.8pp | 69.5%-4.5pp |
| Annual return | 23.70% | 28.51%-4.8pp | 30.72%-7.0pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,414 | $1,512-6.5% | $2,540-44.3% | $2,440-42.1% |
| Participant deferral / active EE | $3,258 | $2,606+25.0% | $3,619-10.0% | $3,607-9.7% |
| Admin fee / account holder | $4,290 | $4,102+4.6% | $6,250-31.4% | $5,124-16.3% |