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 | $74,761 | $47,848+56.2% | $81,478-8.2% | $70,131+6.6% |
| Participation rate | 52.0% | 58.3%-6.3pp | 68.0%-16.0pp | 69.5%-17.5pp |
| Annual return | 17.56% | 27.25%-9.7pp | 38.78%-21.2pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,395 | $1,527-8.6% | $2,568-45.7% | $2,342-40.4% |
| Participant deferral / active EE | $2,830 | $2,453+15.3% | $3,537-20.0% | $3,332-15.1% |
| Admin fee / account holder | $4,429 | $3,145+40.8% | $4,561-2.9% | $4,645-4.7% |