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 | $61,464 | $71,057-13.5% | $93,654-34.4% | $80,874-24.0% |
| Participation rate | 52.3% | 60.4%-8.1pp | 68.7%-16.4pp | 67.6%-15.3pp |
| Annual return | 13.53% | 11.26%+2.3pp | 133.34%-119.8pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,715 | $1,564+9.7% | $2,421-29.1% | $2,756-37.8% |
| Participant deferral / active EE | $4,081 | $4,034+1.2% | $4,413-7.5% | $4,297-5.0% |
| Admin fee / account holder | $853 | $6,944-87.7% | $8,282-89.7% | $6,935-87.7% |