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 | $43,723 | $58,512-25.3% | $84,015-48.0% | $72,985-40.1% |
| Participation rate | 65.6% | 61.2%+4.3pp | 69.0%-3.5pp | 69.5%-3.9pp |
| Annual return | 30.15% | 28.93%+1.2pp | 71.31%-41.2pp | 81.00%-50.9pp |
| Employer contribution / active EE | $1,435 | $1,163+23.4% | $1,983-27.7% | $2,440-41.2% |
| Participant deferral / active EE | $3,604 | $2,394+50.6% | $3,239+11.3% | $3,607-0.1% |
| Admin fee / account holder | $2,495 | $4,569-45.4% | $6,101-59.1% | $5,124-51.3% |