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 | $75,774 | $59,839+26.6% | $81,983-7.6% | $79,858-5.1% |
| Participation rate | 66.7% | 61.6%+5.0pp | 69.2%-2.6pp | 69.6%-3.0pp |
| Annual return | 12.24% | 17.56%-5.3pp | 41.31%-29.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,510 | $1,713-11.8% | $2,498-39.5% | $2,471-38.9% |
| Participant deferral / active EE | $1,565 | $2,695-41.9% | $3,722-57.9% | $3,740-58.1% |
| Admin fee / account holder | $8,617 | $4,287+101.0% | $5,664+52.2% | $5,306+62.4% |