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 | $42,585 | $39,122+8.9% | $57,179-25.5% | $62,891-32.3% |
| Participation rate | 60.0% | 70.5%-10.5pp | 75.3%-15.3pp | 69.3%-9.3pp |
| Annual return | 5.30% | 9.23%-3.9pp | 14.59%-9.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $2,110 | $1,874+12.6% | $2,682-21.3% | $2,281-7.5% |
| Participant deferral / active EE | $3,176 | $2,374+33.8% | $3,096+2.6% | $3,203-0.8% |
| Admin fee / account holder | $4,138 | $2,592+59.6% | $3,139+31.8% | $4,296-3.7% |