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 | $79,518 | $56,110+41.7% | $94,993-16.3% | $70,131+13.4% |
| Participation rate | 68.6% | 65.0%+3.6pp | 73.9%-5.3pp | 69.5%-1.0pp |
| Annual return | 15.62% | 51.02%-35.4pp | 27.12%-11.5pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,806 | $1,442+25.2% | $2,603-30.6% | $2,342-22.9% |
| Participant deferral / active EE | $945 | $2,391-60.5% | $3,317-71.5% | $3,332-71.6% |
| Admin fee / account holder | $4,615 | $3,456+33.5% | $4,960-7.0% | $4,645-0.7% |