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 | $81,781 | $51,175+59.8% | $70,515+16.0% | $75,163+8.8% |
| Participation rate | 62.9% | 60.9%+2.0pp | 68.3%-5.4pp | 67.2%-4.3pp |
| Annual return | 16.57% | 30.02%-13.5pp | 32.77%-16.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,860 | $1,826+1.8% | $2,973-37.5% | $2,670-30.3% |
| Participant deferral / active EE | $2,852 | $2,849+0.1% | $4,567-37.5% | $4,125-30.9% |
| Admin fee / account holder | $5,126 | $4,091+25.3% | $6,412-20.1% | $5,651-9.3% |