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 | $83,120 | $92,985-10.6% | $153,432-45.8% | $80,874+2.8% |
| Participation rate | 64.0% | 69.0%-5.0pp | 77.1%-13.1pp | 67.6%-3.6pp |
| Annual return | 15.73% | 19.95%-4.2pp | 15.66%+0.1pp | 35.62%-19.9pp |
| Employer contribution / active EE | $1,779 | $3,507-49.3% | $5,038-64.7% | $2,756-35.4% |
| Participant deferral / active EE | $2,541 | $5,178-50.9% | $6,757-62.4% | $4,297-40.9% |
| Admin fee / account holder | $1,044 | $8,880-88.2% | $12,725-91.8% | $6,935-84.9% |