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 | $78,631 | $60,349+30.3% | $74,183+6.0% | $62,891+25.0% |
| Participation rate | 65.2% | 72.7%-7.5pp | 76.6%-11.4pp | 69.3%-4.1pp |
| Annual return | 7.16% | 21.37%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,393 | $1,680-17.1% | $2,370-41.2% | $2,281-38.9% |
| Participant deferral / active EE | $3,100 | $2,856+8.5% | $3,550-12.7% | $3,203-3.2% |
| Admin fee / account holder | $590 | $4,261-86.2% | $5,586-89.4% | $4,296-86.3% |