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 | $68,782 | $58,851+16.9% | $115,157-40.3% | $72,985-5.8% |
| Participation rate | 64.3% | 65.5%-1.3pp | 75.9%-11.6pp | 69.5%-5.2pp |
| Annual return | 23.24% | 23.16%+0.1pp | 35.60%-12.4pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,860 | $1,798+3.5% | $3,179-41.5% | $2,440-23.8% |
| Participant deferral / active EE | $3,134 | $2,643+18.6% | $4,168-24.8% | $3,607-13.1% |
| Admin fee / account holder | $9,688 | $6,370+52.1% | $7,088+36.7% | $5,124+89.1% |