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 | $69,743 | $55,932+24.7% | $76,735-9.1% | $67,986+2.6% |
| Participation rate | 45.6% | 50.8%-5.2pp | 69.5%-23.9pp | 57.2%-11.6pp |
| Annual return | 19.62% | 23.10%-3.5pp | 29.77%-10.1pp | 31.67%-12.0pp |
| Employer contribution / active EE | $1,706 | $1,487+14.7% | $2,454-30.5% | $2,019-15.5% |
| Participant deferral / active EE | $3,161 | $2,558+23.6% | $4,088-22.7% | $3,358-5.9% |
| Admin fee / account holder | $2,364 | $4,907-51.8% | $7,189-67.1% | $3,203-26.2% |