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 | $77,981 | $81,460-4.3% | $103,333-24.5% | $80,856-3.6% |
| Participation rate | 68.3% | 66.8%+1.4pp | 74.5%-6.2pp | 67.6%+0.7pp |
| Annual return | 16.72% | 25.55%-8.8pp | 24.88%-8.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,305 | $3,105-58.0% | $3,868-66.3% | $2,755-52.6% |
| Participant deferral / active EE | $2,283 | $3,869-41.0% | $5,057-54.9% | $4,296-46.9% |
| Admin fee / account holder | $3,427 | $6,566-47.8% | $8,355-59.0% | $6,918-50.5% |