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 | $94,139 | $74,927+25.6% | $101,794-7.5% | $84,808+11.0% |
| Participation rate | 66.0% | 61.4%+4.6pp | 69.2%-3.1pp | 68.3%-2.3pp |
| Annual return | 15.14% | 18.70%-3.6pp | 30.53%-15.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,230 | $1,522-19.2% | $2,289-46.3% | $2,631-53.3% |
| Participant deferral / active EE | $3,560 | $3,099+14.9% | $4,084-12.8% | $4,212-15.5% |
| Admin fee / account holder | $10,722 | $6,514+64.6% | $8,777+22.2% | $7,344+46.0% |