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 | $70,480 | $56,110+25.6% | $94,993-25.8% | $70,131+0.5% |
| Participation rate | 63.4% | 65.0%-1.6pp | 73.9%-10.5pp | 69.5%-6.1pp |
| Annual return | 18.69% | 51.02%-32.3pp | 27.12%-8.4pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,254 | $1,442-13.0% | $2,603-51.8% | $2,342-46.5% |
| Participant deferral / active EE | $2,067 | $2,391-13.6% | $3,317-37.7% | $3,332-38.0% |
| Admin fee / account holder | $2,684 | $3,456-22.3% | $4,960-45.9% | $4,645-42.2% |