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 | $75,717 | $67,606+12.0% | $82,313-8.0% | $70,131+8.0% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 18.42% | 21.57%-3.1pp | 25.88%-7.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,081 | $1,755-38.4% | $2,428-55.5% | $2,342-53.9% |
| Participant deferral / active EE | $1,965 | $2,987-34.2% | $3,706-47.0% | $3,332-41.0% |
| Admin fee / account holder | $999 | $4,512-77.9% | $5,608-82.2% | $4,645-78.5% |