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 | $74,776 | $51,708+44.6% | $106,619-29.9% | $62,891+18.9% |
| Participation rate | 68.0% | 66.9%+1.1pp | 78.0%-10.0pp | 69.3%-1.3pp |
| Annual return | 6.25% | 4.69%+1.6pp | 9.42%-3.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,843 | $1,764+61.2% | $3,947-28.0% | $2,281+24.7% |
| Participant deferral / active EE | $3,604 | $2,315+55.7% | $3,930-8.3% | $3,203+12.5% |
| Admin fee / account holder | $4,278 | $3,349+27.8% | $6,418-33.3% | $4,296-0.4% |