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 | $75,122 | $60,022+25.2% | $88,946-15.5% | $84,808-11.4% |
| Participation rate | 68.8% | 57.8%+10.9pp | 68.8%-0.1pp | 68.3%+0.4pp |
| Annual return | 18.70% | 22.43%-3.7pp | 57.82%-39.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,513 | $1,703+47.6% | $2,555-1.7% | $2,631-4.5% |
| Participant deferral / active EE | $4,110 | $3,114+32.0% | $4,581-10.3% | $4,212-2.4% |
| Admin fee / account holder | $2,504 | $4,811-47.9% | $8,261-69.7% | $7,344-65.9% |