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 | $69,204 | $52,580+31.6% | $71,671-3.4% | $70,131-1.3% |
| Participation rate | 62.1% | 60.9%+1.2pp | 68.7%-6.7pp | 69.5%-7.5pp |
| Annual return | 15.68% | 20.25%-4.6pp | 20.65%-5.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,294 | $1,616-19.9% | $2,460-47.4% | $2,342-44.8% |
| Participant deferral / active EE | $2,788 | $2,386+16.8% | $3,438-18.9% | $3,332-16.3% |
| Admin fee / account holder | $1,061 | $3,653-71.0% | $5,558-80.9% | $4,645-77.2% |