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 | $93,782 | $57,590+62.8% | $86,233+8.8% | $82,448+13.7% |
| Participation rate | 69.6% | 57.9%+11.8pp | 69.0%+0.6pp | 68.1%+1.6pp |
| Annual return | 15.40% | 22.41%-7.0pp | 61.39%-46.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,580 | $1,655-4.5% | $2,504-36.9% | $2,551-38.1% |
| Participant deferral / active EE | $3,804 | $3,080+23.5% | $4,559-16.6% | $4,139-8.1% |
| Admin fee / account holder | $4,709 | $4,730-0.5% | $8,342-43.6% | $7,234-34.9% |