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 | $84,105 | $63,764+31.9% | $81,930+2.7% | $79,858+5.3% |
| Participation rate | 58.8% | 67.5%-8.7pp | 72.0%-13.2pp | 69.6%-10.8pp |
| Annual return | 15.01% | 22.66%-7.7pp | 29.49%-14.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,413 | $1,795-21.3% | $4,310-67.2% | $2,471-42.8% |
| Participant deferral / active EE | $3,096 | $2,780+11.3% | $7,107-56.4% | $3,740-17.2% |
| Admin fee / account holder | $4,597 | $4,426+3.9% | $5,158-10.9% | $5,306-13.4% |