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 | $63,481 | $72,492-12.4% | $87,100-27.1% | $72,985-13.0% |
| Participation rate | 55.2% | 72.8%-17.6pp | 76.9%-21.6pp | 69.5%-14.3pp |
| Annual return | 22.29% | 24.46%-2.2pp | 28.19%-5.9pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,562 | $1,894-17.5% | $2,521-38.0% | $2,440-36.0% |
| Participant deferral / active EE | $3,500 | $3,270+7.1% | $4,049-13.5% | $3,607-3.0% |
| Admin fee / account holder | $1,244 | $5,055-75.4% | $7,497-83.4% | $5,124-75.7% |