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 | $84,784 | $74,927+13.2% | $101,794-16.7% | $84,8080% |
| Participation rate | 68.3% | 61.4%+6.9pp | 69.2%-0.9pp | 68.3%0pp |
| Annual return | 15.16% | 18.70%-3.5pp | 30.53%-15.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,082 | $1,522-28.9% | $2,289-52.7% | $2,631-58.9% |
| Participant deferral / active EE | $2,986 | $3,099-3.6% | $4,084-26.9% | $4,212-29.1% |
| Admin fee / account holder | $2,437 | $6,514-62.6% | $8,777-72.2% | $7,344-66.8% |