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 7-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 | $60,942 | $55,932+9.0% | $76,735-20.6% | $67,986-10.4% |
| Participation rate | 64.4% | 50.8%+13.6pp | 69.5%-5.1pp | 57.2%+7.1pp |
| Annual return | 19.44% | 23.10%-3.7pp | 29.77%-10.3pp | 31.67%-12.2pp |
| Employer contribution / active EE | $1,713 | $1,487+15.2% | $2,454-30.2% | $2,019-15.2% |
| Participant deferral / active EE | $2,886 | $2,558+12.8% | $4,088-29.4% | $3,358-14.1% |
| Admin fee / account holder | $3,830 | $4,907-21.9% | $7,189-46.7% | $3,203+19.6% |