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 | $63,037 | $43,075+46.3% | $74,583-15.5% | $62,891+0.2% |
| Participation rate | 66.7% | 58.1%+8.6pp | 68.1%-1.4pp | 69.3%-2.6pp |
| Annual return | 6.90% | 17.50%-10.6pp | 20.47%-13.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $881 | $1,498-41.2% | $2,525-65.1% | $2,281-61.4% |
| Participant deferral / active EE | $3,672 | $2,389+53.7% | $3,458+6.2% | $3,203+14.6% |
| Admin fee / account holder | $1,260 | $2,840-55.6% | $4,138-69.5% | $4,296-70.7% |