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 | $75,628 | $54,541+38.7% | $78,778-4.0% | $70,131+7.8% |
| Participation rate | 69.1% | 60.8%+8.3pp | 69.2%-0.1pp | 69.5%-0.5pp |
| Annual return | 22.97% | 21.07%+1.9pp | 35.62%-12.6pp | 73.14%-50.2pp |
| Employer contribution / active EE | $806 | $1,089-25.9% | $1,986-59.4% | $2,342-65.6% |
| Participant deferral / active EE | $1,862 | $2,210-15.7% | $2,958-37.1% | $3,332-44.1% |
| Admin fee / account holder | $3,879 | $3,709+4.6% | $5,134-24.4% | $4,645-16.5% |