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 | $72,164 | $52,580+37.2% | $71,671+0.7% | $70,131+2.9% |
| Participation rate | 61.0% | 60.9%+0.1pp | 68.7%-7.8pp | 69.5%-8.6pp |
| Annual return | 13.54% | 20.25%-6.7pp | 20.65%-7.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $360 | $1,616-77.7% | $2,460-85.4% | $2,342-84.6% |
| Participant deferral / active EE | $3,968 | $2,386+66.3% | $3,438+15.4% | $3,332+19.1% |
| Admin fee / account holder | $3,097 | $3,653-15.2% | $5,558-44.3% | $4,645-33.3% |