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 9-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 | $75,929 | $52,580+44.4% | $71,671+5.9% | $70,131+8.3% |
| Participation rate | 65.6% | 60.9%+4.7pp | 68.7%-3.1pp | 69.5%-3.9pp |
| Annual return | 15.64% | 20.25%-4.6pp | 20.65%-5.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,286 | $1,616-20.4% | $2,460-47.7% | $2,342-45.1% |
| Participant deferral / active EE | $3,040 | $2,386+27.4% | $3,438-11.6% | $3,332-8.8% |
| Admin fee / account holder | $815 | $3,653-77.7% | $5,558-85.3% | $4,645-82.5% |