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 | $105,536 | $67,606+56.1% | $82,313+28.2% | $70,131+50.5% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.9%-8.3pp | 69.5%-1.0pp |
| Annual return | 23.06% | 21.57%+1.5pp | 25.88%-2.8pp | 73.14%-50.1pp |
| Employer contribution / active EE | $802 | $1,755-54.3% | $2,428-67.0% | $2,342-65.7% |
| Participant deferral / active EE | $2,600 | $2,987-13.0% | $3,706-29.9% | $3,332-22.0% |
| Admin fee / account holder | $1,587 | $4,512-64.8% | $5,608-71.7% | $4,645-65.8% |