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 | $64,193 | $58,512+9.7% | $84,015-23.6% | $72,985-12.0% |
| Participation rate | 67.8% | 61.2%+6.6pp | 69.0%-1.2pp | 69.5%-1.7pp |
| Annual return | 26.24% | 28.93%-2.7pp | 71.31%-45.1pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,186 | $1,163+2.0% | $1,983-40.2% | $2,440-51.4% |
| Participant deferral / active EE | $2,253 | $2,394-5.9% | $3,239-30.4% | $3,607-37.5% |
| Admin fee / account holder | $1,689 | $4,569-63.0% | $6,101-72.3% | $5,124-67.0% |