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 | $74,715 | $58,523+27.7% | $99,443-24.9% | $72,985+2.4% |
| Participation rate | 66.7% | 64.6%+2.0pp | 73.8%-7.2pp | 69.5%-2.8pp |
| Annual return | 24.77% | 28.51%-3.7pp | 30.72%-5.9pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,688 | $1,512+11.6% | $2,540-33.5% | $2,440-30.8% |
| Participant deferral / active EE | $3,564 | $2,606+36.7% | $3,619-1.5% | $3,607-1.2% |
| Admin fee / account holder | $868 | $4,102-78.8% | $6,250-86.1% | $5,124-83.1% |