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 | $62,451 | $53,777+16.1% | $134,143-53.4% | $79,858-21.8% |
| Participation rate | 61.5% | 58.8%+2.8pp | 72.2%-10.6pp | 69.6%-8.1pp |
| Annual return | 14.85% | 19.01%-4.2pp | 36.33%-21.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,199 | $1,321-9.2% | $3,704-67.6% | $2,471-51.5% |
| Participant deferral / active EE | $2,586 | $2,420+6.9% | $3,499-26.1% | $3,740-30.8% |
| Admin fee / account holder | $8,879 | $3,984+122.9% | $6,684+32.8% | $5,306+67.3% |