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 | $77,368 | $72,492+6.7% | $87,100-11.2% | $72,985+6.0% |
| Participation rate | 52.4% | 72.8%-20.4pp | 76.9%-24.5pp | 69.5%-17.1pp |
| Annual return | 16.25% | 24.46%-8.2pp | 28.19%-11.9pp | 81.00%-64.8pp |
| Employer contribution / active EE | $1,356 | $1,894-28.4% | $2,521-46.2% | $2,440-44.4% |
| Participant deferral / active EE | $2,287 | $3,270-30.0% | $4,049-43.5% | $3,607-36.6% |
| Admin fee / account holder | $982 | $5,055-80.6% | $7,497-86.9% | $5,124-80.8% |