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 | $82,891 | $80,717+2.7% | $154,803-46.5% | $84,808-2.3% |
| Participation rate | 68.9% | 66.8%+2.1pp | 78.1%-9.2pp | 68.3%+0.6pp |
| Annual return | 28.85% | 37.96%-9.1pp | 58.88%-30.0pp | 40.90%-12.0pp |
| Employer contribution / active EE | $1,937 | $2,761-29.9% | $4,305-55.0% | $2,631-26.4% |
| Participant deferral / active EE | $3,204 | $3,303-3.0% | $5,540-42.2% | $4,212-23.9% |
| Admin fee / account holder | $2,914 | $6,746-56.8% | $14,329-79.7% | $7,344-60.3% |