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 | $83,077 | $58,512+42.0% | $84,015-1.1% | $72,985+13.8% |
| Participation rate | 63.3% | 61.2%+2.0pp | 69.0%-5.7pp | 69.5%-6.2pp |
| Annual return | 20.68% | 28.93%-8.2pp | 71.31%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,014 | $1,163+73.1% | $1,983+1.5% | $2,440-17.5% |
| Participant deferral / active EE | $3,968 | $2,394+65.8% | $3,239+22.5% | $3,607+10.0% |
| Admin fee / account holder | $3,434 | $4,569-24.8% | $6,101-43.7% | $5,124-33.0% |