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 | $80,080 | $60,892+31.5% | $82,389-2.8% | $84,808-5.6% |
| Participation rate | 56.3% | 63.3%-7.0pp | 69.5%-13.3pp | 68.3%-12.1pp |
| Annual return | 15.82% | 37.29%-21.5pp | 28.67%-12.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,133 | $1,779-36.3% | $2,517-55.0% | $2,631-56.9% |
| Participant deferral / active EE | $1,924 | $3,179-39.5% | $4,155-53.7% | $4,212-54.3% |
| Admin fee / account holder | $2,396 | $5,467-56.2% | $7,231-66.9% | $7,344-67.4% |