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 | $77,061 | $68,914+11.8% | $136,749-43.6% | $74,304+3.7% |
| Participation rate | 45.0% | 51.3%-6.3pp | 72.1%-27.1pp | 60.3%-15.3pp |
| Annual return | 15.24% | 16.34%-1.1pp | 24.33%-9.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,609 | $1,561+3.0% | $3,400-52.7% | $2,241-28.2% |
| Participant deferral / active EE | $2,932 | $2,541+15.4% | $4,692-37.5% | $3,767-22.2% |
| Admin fee / account holder | $1,832 | $3,149-41.8% | $11,386-83.9% | $2,969-38.3% |