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 | $55,932+44.7% | $76,735+5.5% | $67,986+19.1% |
| Participation rate | 37.9% | 50.8%-12.9pp | 69.5%-31.6pp | 57.2%-19.3pp |
| Annual return | 15.44% | 23.10%-7.7pp | 29.77%-14.3pp | 31.67%-16.2pp |
| Employer contribution / active EE | $1,712 | $1,487+15.2% | $2,454-30.2% | $2,019-15.2% |
| Participant deferral / active EE | $935 | $2,558-63.5% | $4,088-77.1% | $3,358-72.2% |
| Admin fee / account holder | $4,731 | $4,907-3.6% | $7,189-34.2% | $3,203+47.7% |