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 | $80,952 | $59,097+37.0% | $82,389-1.7% | $74,304+8.9% |
| Participation rate | 37.9% | 52.8%-14.8pp | 69.5%-31.6pp | 60.3%-22.4pp |
| Annual return | 15.44% | 22.85%-7.4pp | 28.67%-13.2pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,712 | $1,601+7.0% | $2,517-32.0% | $2,241-23.6% |
| Participant deferral / active EE | $935 | $2,775-66.3% | $4,155-77.5% | $3,767-75.2% |
| Admin fee / account holder | $4,731 | $4,489+5.4% | $7,231-34.6% | $2,969+59.4% |