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 | $79,596 | $63,764+24.8% | $81,930-2.8% | $79,858-0.3% |
| Participation rate | 66.7% | 67.5%-0.8pp | 72.0%-5.3pp | 69.6%-3.0pp |
| Annual return | 16.57% | 22.66%-6.1pp | 29.49%-12.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,528 | $1,795-14.9% | $4,310-64.6% | $2,471-38.2% |
| Participant deferral / active EE | $4,903 | $2,780+76.3% | $7,107-31.0% | $3,740+31.1% |
| Admin fee / account holder | $540 | $4,426-87.8% | $5,158-89.5% | $5,306-89.8% |