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 | $62,735 | $53,018+18.3% | $70,014-10.4% | $62,891-0.2% |
| Participation rate | 66.7% | 67.2%-0.5pp | 71.8%-5.1pp | 69.3%-2.6pp |
| Annual return | 7.66% | 13.35%-5.7pp | 12.99%-5.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,641 | $1,799-8.8% | $2,338-29.8% | $2,281-28.0% |
| Participant deferral / active EE | $4,123 | $2,395+72.2% | $2,931+40.7% | $3,203+28.7% |
| Admin fee / account holder | $987 | $3,690-73.3% | $4,380-77.5% | $4,296-77.0% |