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 | $66,668 | $58,627+13.7% | $76,735-13.1% | $82,448-19.1% |
| Participation rate | 68.0% | 63.2%+4.8pp | 69.5%-1.5pp | 68.1%-0.1pp |
| Annual return | 15.42% | 39.10%-23.7pp | 29.77%-14.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,995 | $1,729+15.4% | $2,454-18.7% | $2,551-21.8% |
| Participant deferral / active EE | $3,105 | $3,134-0.9% | $4,088-24.0% | $4,139-25.0% |
| Admin fee / account holder | $6,310 | $5,323+18.5% | $7,189-12.2% | $7,234-12.8% |