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 | $76,918 | $56,054+37.2% | $171,082-55.0% | $62,891+22.3% |
| Participation rate | 66.0% | 62.9%+3.1pp | 76.7%-10.7pp | 69.3%-3.3pp |
| Annual return | 6.48% | 22.52%-16.0pp | 32.56%-26.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,881 | $1,731+8.6% | $4,002-53.0% | $2,281-17.5% |
| Participant deferral / active EE | $3,932 | $3,158+24.5% | $4,797-18.0% | $3,203+22.8% |
| Admin fee / account holder | $1,813 | $3,647-50.3% | $8,520-78.7% | $4,296-57.8% |