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 | $52,770 | $101,724-48.1% | $164,813-68.0% | $80,856-34.7% |
| Participation rate | 68.1% | 71.8%-3.7pp | 78.6%-10.5pp | 67.6%+0.4pp |
| Annual return | 13.39% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,298 | $2,953-56.0% | $4,341-70.1% | $2,755-52.9% |
| Participant deferral / active EE | $3,782 | $4,477-15.5% | $6,031-37.3% | $4,296-12.0% |
| Admin fee / account holder | $7,494 | $8,227-8.9% | $12,690-40.9% | $6,918+8.3% |