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 7-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 | $72,101 | $58,512+23.2% | $84,015-14.2% | $72,985-1.2% |
| Participation rate | 69.2% | 61.2%+8.0pp | 69.0%+0.2pp | 69.5%-0.3pp |
| Annual return | 17.27% | 28.93%-11.7pp | 71.31%-54.0pp | 81.00%-63.7pp |
| Employer contribution / active EE | $1,267 | $1,163+9.0% | $1,983-36.1% | $2,440-48.1% |
| Participant deferral / active EE | $3,018 | $2,394+26.1% | $3,239-6.8% | $3,607-16.4% |
| Admin fee / account holder | $2,309 | $4,569-49.5% | $6,101-62.2% | $5,124-54.9% |