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 | $90,390 | $48,750+85.4% | $88,946+1.6% | $74,304+21.6% |
| Participation rate | 36.4% | 44.5%-8.0pp | 68.8%-32.4pp | 60.3%-23.9pp |
| Annual return | 15.53% | 25.91%-10.4pp | 57.82%-42.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,348 | $1,255+7.4% | $2,555-47.2% | $2,241-39.8% |
| Participant deferral / active EE | $2,667 | $2,423+10.0% | $4,581-41.8% | $3,767-29.2% |
| Admin fee / account holder | $4,108 | $3,756+9.4% | $8,261-50.3% | $2,969+38.4% |