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 | $67,111 | $58,512+14.7% | $84,015-20.1% | $72,985-8.0% |
| Participation rate | 64.9% | 61.2%+3.6pp | 69.0%-4.1pp | 69.5%-4.6pp |
| Annual return | 23.62% | 28.93%-5.3pp | 71.31%-47.7pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,360 | $1,163+17.0% | $1,983-31.4% | $2,440-44.2% |
| Participant deferral / active EE | $4,009 | $2,394+67.5% | $3,239+23.8% | $3,607+11.1% |
| Admin fee / account holder | $4,822 | $4,569+5.5% | $6,101-21.0% | $5,124-5.9% |