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 | $109,784 | $72,492+51.4% | $87,100+26.0% | $72,985+50.4% |
| Participation rate | 67.5% | 72.8%-5.3pp | 76.9%-9.4pp | 69.5%-2.0pp |
| Annual return | 25.83% | 24.46%+1.4pp | 28.19%-2.4pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,391 | $1,894-26.6% | $2,521-44.9% | $2,440-43.0% |
| Participant deferral / active EE | $2,528 | $3,270-22.7% | $4,049-37.6% | $3,607-29.9% |
| Admin fee / account holder | $3,717 | $5,055-26.5% | $7,497-50.4% | $5,124-27.5% |