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 | $58,548 | $81,460-28.1% | $103,333-43.3% | $80,856-27.6% |
| Participation rate | 67.9% | 66.8%+1.0pp | 74.5%-6.7pp | 67.6%+0.2pp |
| Annual return | 23.88% | 25.55%-1.7pp | 24.88%-1.0pp | 35.59%-11.7pp |
| Employer contribution / active EE | $2,741 | $3,105-11.7% | $3,868-29.1% | $2,755-0.5% |
| Participant deferral / active EE | $4,490 | $3,869+16.1% | $5,057-11.2% | $4,296+4.5% |
| Admin fee / account holder | $1,447 | $6,566-78.0% | $8,355-82.7% | $6,918-79.1% |