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 | $45,094 | $52,580-14.2% | $71,671-37.1% | $70,131-35.7% |
| Participation rate | 64.2% | 60.9%+3.3pp | 68.7%-4.6pp | 69.5%-5.4pp |
| Annual return | 15.87% | 20.25%-4.4pp | 20.65%-4.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,175 | $1,616-27.3% | $2,460-52.2% | $2,342-49.8% |
| Participant deferral / active EE | $5,271 | $2,386+120.9% | $3,438+53.3% | $3,332+58.2% |
| Admin fee / account holder | $1,842 | $3,653-49.6% | $5,558-66.9% | $4,645-60.4% |