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 | $79,333 | $46,869+69.3% | $122,332-35.1% | $70,131+13.1% |
| Participation rate | 69.0% | 58.2%+10.9pp | 71.6%-2.6pp | 69.5%-0.5pp |
| Annual return | 18.20% | 24.22%-6.0pp | 30.27%-12.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,400 | $1,288+8.7% | $4,050-65.4% | $2,342-40.2% |
| Participant deferral / active EE | $3,844 | $2,166+77.4% | $3,287+17.0% | $3,332+15.4% |
| Admin fee / account holder | $364 | $3,322-89.0% | $5,478-93.3% | $4,645-92.2% |