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 6-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 | $63,379 | $59,839+5.9% | $81,983-22.7% | $79,858-20.6% |
| Participation rate | 59.8% | 61.6%-1.9pp | 69.2%-9.5pp | 69.6%-9.9pp |
| Annual return | 19.75% | 17.56%+2.2pp | 41.31%-21.6pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,019 | $1,713+17.8% | $2,498-19.2% | $2,471-18.3% |
| Participant deferral / active EE | $4,625 | $2,695+71.6% | $3,722+24.3% | $3,740+23.7% |
| Admin fee / account holder | $2,356 | $4,287-45.0% | $5,664-58.4% | $5,306-55.6% |