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 | $59,097+18.0% | $82,389-15.3% | $74,304-6.1% |
| Participation rate | 45.6% | 52.8%-7.1pp | 69.5%-23.9pp | 60.3%-14.7pp |
| Annual return | 19.62% | 22.85%-3.2pp | 28.67%-9.0pp | 29.43%-9.8pp |
| Employer contribution / active EE | $1,706 | $1,601+6.6% | $2,517-32.2% | $2,241-23.9% |
| Participant deferral / active EE | $3,161 | $2,775+13.9% | $4,155-23.9% | $3,767-16.1% |
| Admin fee / account holder | $2,364 | $4,489-47.3% | $7,231-67.3% | $2,969-20.4% |