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 | $77,348 | $72,012+7.4% | $185,823-58.4% | $79,858-3.1% |
| Participation rate | 67.2% | 65.8%+1.5pp | 78.0%-10.8pp | 69.6%-2.4pp |
| Annual return | 18.94% | 23.12%-4.2pp | 35.95%-17.0pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,777 | $1,965+41.3% | $4,087-32.1% | $2,471+12.4% |
| Participant deferral / active EE | $4,081 | $3,779+8.0% | $5,632-27.5% | $3,740+9.1% |
| Admin fee / account holder | $3,827 | $4,513-15.2% | $9,500-59.7% | $5,306-27.9% |