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 | $79,069 | $55,706+41.9% | $75,886+4.2% | $72,985+8.3% |
| Participation rate | 57.7% | 61.1%-3.4pp | 69.3%-11.6pp | 69.5%-11.8pp |
| Annual return | 20.41% | 27.59%-7.2pp | 30.76%-10.3pp | 81.00%-60.6pp |
| Employer contribution / active EE | $837 | $1,687-50.4% | $2,500-66.5% | $2,440-65.7% |
| Participant deferral / active EE | $2,297 | $2,634-12.8% | $3,603-36.2% | $3,607-36.3% |
| Admin fee / account holder | $5,307 | $3,978+33.4% | $5,418-2.1% | $5,124+3.6% |