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 | $62,732 | $74,927-16.3% | $101,794-38.4% | $84,808-26.0% |
| Participation rate | 68.0% | 61.4%+6.6pp | 69.2%-1.2pp | 68.3%-0.3pp |
| Annual return | 12.72% | 18.70%-6.0pp | 30.53%-17.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,556 | $1,522+2.3% | $2,289-32.0% | $2,631-40.8% |
| Participant deferral / active EE | $2,351 | $3,099-24.1% | $4,084-42.4% | $4,212-44.2% |
| Admin fee / account holder | $4,384 | $6,514-32.7% | $8,777-50.0% | $7,344-40.3% |