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 | $92,552 | $67,606+36.9% | $82,313+12.4% | $70,131+32.0% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 18.96% | 21.57%-2.6pp | 25.88%-6.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,255 | $1,755-28.5% | $2,428-48.3% | $2,342-46.4% |
| Participant deferral / active EE | $2,808 | $2,987-6.0% | $3,706-24.2% | $3,332-15.7% |
| Admin fee / account holder | $726 | $4,512-83.9% | $5,608-87.1% | $4,645-84.4% |