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 | $66,865 | $47,922+39.5% | $75,886-11.9% | $65,185+2.6% |
| Participation rate | 59.3% | 63.0%-3.7pp | 69.3%-10.0pp | 70.2%-10.9pp |
| Annual return | 21.10% | 24.12%-3.0pp | 30.76%-9.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,093 | $1,557-29.8% | $2,500-56.3% | $2,177-49.8% |
| Participant deferral / active EE | $2,177 | $2,550-14.6% | $3,603-39.6% | $3,514-38.0% |
| Admin fee / account holder | $909 | $532+71.0% | $5,418-83.2% | $847+7.3% |