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 | $69,962 | $76,367-8.4% | $93,606-25.3% | $72,985-4.1% |
| Participation rate | 64.5% | 71.7%-7.2pp | 75.8%-11.3pp | 69.5%-5.0pp |
| Annual return | 28.87% | 25.82%+3.1pp | 32.76%-3.9pp | 81.00%-52.1pp |
| Employer contribution / active EE | $1,751 | $2,275-23.0% | $2,718-35.6% | $2,440-28.2% |
| Participant deferral / active EE | $3,683 | $3,538+4.1% | $4,069-9.5% | $3,607+2.1% |
| Admin fee / account holder | $6,558 | $6,838-4.1% | $7,888-16.9% | $5,124+28.0% |