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 | $78,732 | $62,672+25.6% | $185,117-57.5% | $70,131+12.3% |
| Participation rate | 58.8% | 63.8%-5.0pp | 77.3%-18.4pp | 69.5%-10.7pp |
| Annual return | 21.79% | 40.79%-19.0pp | 40.50%-18.7pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,859 | $1,753+6.1% | $4,182-55.5% | $2,342-20.6% |
| Participant deferral / active EE | $5,007 | $3,272+53.1% | $5,045-0.7% | $3,332+50.3% |
| Admin fee / account holder | $4,917 | $3,932+25.1% | $8,159-39.7% | $4,645+5.9% |