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 | $81,157 | $67,606+20.0% | $82,313-1.4% | $70,131+15.7% |
| Participation rate | 48.8% | 72.8%-23.9pp | 76.9%-28.1pp | 69.5%-20.7pp |
| Annual return | 20.28% | 21.57%-1.3pp | 25.88%-5.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $936 | $1,755-46.7% | $2,428-61.5% | $2,342-60.0% |
| Participant deferral / active EE | $2,797 | $2,987-6.4% | $3,706-24.5% | $3,332-16.0% |
| Admin fee / account holder | $4,913 | $4,512+8.9% | $5,608-12.4% | $4,645+5.8% |