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 | $68,696 | $48,076+42.9% | $78,689-12.7% | $62,891+9.2% |
| Participation rate | 61.1% | 65.2%-4.1pp | 73.6%-12.5pp | 69.3%-8.2pp |
| Annual return | 7.41% | 31.35%-23.9pp | 62.18%-54.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,477 | $2,015-26.7% | $2,851-48.2% | $2,281-35.3% |
| Participant deferral / active EE | $3,530 | $2,588+36.4% | $3,517+0.4% | $3,203+10.2% |
| Admin fee / account holder | $1,217 | $3,207-62.1% | $4,510-73.0% | $4,296-71.7% |