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 | $52,734 | $59,839-11.9% | $81,983-35.7% | $79,858-34.0% |
| Participation rate | 66.7% | 61.6%+5.0pp | 69.2%-2.6pp | 69.6%-3.0pp |
| Annual return | 13.56% | 17.56%-4.0pp | 41.31%-27.7pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,065 | $1,713+20.5% | $2,498-17.3% | $2,471-16.4% |
| Participant deferral / active EE | $2,472 | $2,695-8.3% | $3,722-33.6% | $3,740-33.9% |
| Admin fee / account holder | $4,602 | $4,287+7.3% | $5,664-18.7% | $5,306-13.3% |