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 | $80,444 | $63,904+25.9% | $89,340-10.0% | $67,986+18.3% |
| Participation rate | 55.8% | 54.3%+1.4pp | 69.6%-13.8pp | 57.2%-1.4pp |
| Annual return | 17.76% | 18.09%-0.3pp | 20.57%-2.8pp | 31.67%-13.9pp |
| Employer contribution / active EE | $1,782 | $1,627+9.5% | $2,231-20.1% | $2,019-11.7% |
| Participant deferral / active EE | $3,784 | $2,691+40.6% | $3,823-1.0% | $3,358+12.7% |
| Admin fee / account holder | $1,205 | $3,315-63.6% | $6,704-82.0% | $3,203-62.4% |