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 | $89,365 | $71,057+25.8% | $93,654-4.6% | $80,874+10.5% |
| Participation rate | 58.3% | 60.4%-2.1pp | 68.7%-10.4pp | 67.6%-9.3pp |
| Annual return | 14.39% | 11.26%+3.1pp | 133.34%-119.0pp | 35.62%-21.2pp |
| Employer contribution / active EE | $1,696 | $1,564+8.4% | $2,421-29.9% | $2,756-38.5% |
| Participant deferral / active EE | $4,236 | $4,034+5.0% | $4,413-4.0% | $4,297-1.4% |
| Admin fee / account holder | $5,645 | $6,944-18.7% | $8,282-31.8% | $6,935-18.6% |