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 | $67,544 | $48,076+40.5% | $78,689-14.2% | $62,891+7.4% |
| Participation rate | 67.3% | 65.2%+2.1pp | 73.6%-6.3pp | 69.3%-2.0pp |
| Annual return | 6.78% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $694 | $2,015-65.5% | $2,851-75.7% | $2,281-69.6% |
| Participant deferral / active EE | $2,678 | $2,588+3.5% | $3,517-23.8% | $3,203-16.4% |
| Admin fee / account holder | $3,467 | $3,207+8.1% | $4,510-23.1% | $4,296-19.3% |