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 | $62,890 | $76,367-17.6% | $93,606-32.8% | $72,985-13.8% |
| Participation rate | 66.7% | 71.7%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 22.30% | 25.82%-3.5pp | 32.76%-10.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,021 | $2,275-11.2% | $2,718-25.6% | $2,440-17.2% |
| Participant deferral / active EE | $3,428 | $3,538-3.1% | $4,069-15.7% | $3,607-5.0% |
| Admin fee / account holder | $6,663 | $6,838-2.6% | $7,888-15.5% | $5,124+30.0% |