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 | $89,344 | $64,480+38.6% | $81,382+9.8% | $80,856+10.5% |
| Participation rate | 54.9% | 63.9%-9.0pp | 69.5%-14.6pp | 67.6%-12.7pp |
| Annual return | 10.50% | 16.34%-5.8pp | 24.73%-14.2pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,431 | $1,978-27.7% | $2,463-41.9% | $2,755-48.1% |
| Participant deferral / active EE | $3,696 | $3,094+19.5% | $3,883-4.8% | $4,296-14.0% |
| Admin fee / account holder | $1,505 | $5,671-73.5% | $5,768-73.9% | $6,918-78.3% |