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 | $110,675 | $74,927+47.7% | $101,794+8.7% | $84,808+30.5% |
| Participation rate | 63.8% | 61.4%+2.4pp | 69.2%-5.4pp | 68.3%-4.5pp |
| Annual return | 17.41% | 18.70%-1.3pp | 30.53%-13.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $610 | $1,522-59.9% | $2,289-73.3% | $2,631-76.8% |
| Participant deferral / active EE | $4,442 | $3,099+43.3% | $4,084+8.8% | $4,212+5.5% |
| Admin fee / account holder | $1,789 | $6,514-72.5% | $8,777-79.6% | $7,344-75.6% |