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 | $120,279 | $58,523+105.5% | $99,443+21.0% | $72,985+64.8% |
| Participation rate | 53.6% | 64.6%-11.1pp | 73.8%-20.3pp | 69.5%-15.9pp |
| Annual return | 24.51% | 28.51%-4.0pp | 30.72%-6.2pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,540 | $1,512+1.8% | $2,540-39.4% | $2,440-36.9% |
| Participant deferral / active EE | $4,228 | $2,606+62.2% | $3,619+16.8% | $3,607+17.2% |
| Admin fee / account holder | $2,846 | $4,102-30.6% | $6,250-54.5% | $5,124-44.5% |