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 | $74,365 | $45,073+65.0% | $69,455+7.1% | $72,985+1.9% |
| Participation rate | 47.4% | 68.5%-21.1pp | 74.6%-27.2pp | 69.5%-22.1pp |
| Annual return | 23.41% | 22.65%+0.8pp | 28.97%-5.6pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,819 | $2,054-11.4% | $2,779-34.5% | $2,440-25.4% |
| Participant deferral / active EE | $4,261 | $2,602+63.8% | $3,535+20.5% | $3,607+18.1% |
| Admin fee / account holder | $890 | $3,056-70.9% | $3,839-76.8% | $5,124-82.6% |