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 | $62,271 | $59,839+4.1% | $81,983-24.0% | $79,858-22.0% |
| Participation rate | 65.6% | 61.6%+4.0pp | 69.2%-3.7pp | 69.6%-4.1pp |
| Annual return | 19.18% | 17.56%+1.6pp | 41.31%-22.1pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,323 | $1,713-22.8% | $2,498-47.1% | $2,471-46.5% |
| Participant deferral / active EE | $3,028 | $2,695+12.3% | $3,722-18.6% | $3,740-19.0% |
| Admin fee / account holder | $4,397 | $4,287+2.6% | $5,664-22.4% | $5,306-17.1% |