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 | $80,454 | $56,054+43.5% | $171,082-53.0% | $62,891+27.9% |
| Participation rate | 65.6% | 62.9%+2.8pp | 76.7%-11.1pp | 69.3%-3.7pp |
| Annual return | 5.99% | 22.52%-16.5pp | 32.56%-26.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $993 | $1,731-42.7% | $4,002-75.2% | $2,281-56.5% |
| Participant deferral / active EE | $4,079 | $3,158+29.1% | $4,797-15.0% | $3,203+27.3% |
| Admin fee / account holder | $3,350 | $3,647-8.1% | $8,520-60.7% | $4,296-22.0% |