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 | $80,128 | $53,777+49.0% | $134,143-40.3% | $79,858+0.3% |
| Participation rate | 55.9% | 58.8%-2.9pp | 72.2%-16.3pp | 69.6%-13.8pp |
| Annual return | 27.53% | 19.01%+8.5pp | 36.33%-8.8pp | 31.71%-4.2pp |
| Employer contribution / active EE | $1,494 | $1,321+13.1% | $3,704-59.7% | $2,471-39.5% |
| Participant deferral / active EE | $4,014 | $2,420+65.9% | $3,499+14.7% | $3,740+7.3% |
| Admin fee / account holder | $2,286 | $3,984-42.6% | $6,684-65.8% | $5,306-56.9% |