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 | $100,424 | $74,927+34.0% | $101,794-1.3% | $84,808+18.4% |
| Participation rate | 64.3% | 61.4%+2.9pp | 69.2%-4.9pp | 68.3%-4.0pp |
| Annual return | 15.59% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $691 | $1,522-54.6% | $2,289-69.8% | $2,631-73.8% |
| Participant deferral / active EE | $5,371 | $3,099+73.3% | $4,084+31.5% | $4,212+27.5% |
| Admin fee / account holder | $9,085 | $6,514+39.5% | $8,777+3.5% | $7,344+23.7% |