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 | $58,412 | $57,590+1.4% | $86,233-32.3% | $82,448-29.2% |
| Participation rate | 66.7% | 57.9%+8.8pp | 69.0%-2.4pp | 68.1%-1.4pp |
| Annual return | 22.20% | 22.41%-0.2pp | 61.39%-39.2pp | 41.64%-19.4pp |
| Employer contribution / active EE | $2,275 | $1,655+37.4% | $2,504-9.2% | $2,551-10.8% |
| Participant deferral / active EE | $5,671 | $3,080+84.1% | $4,559+24.4% | $4,139+37.0% |
| Admin fee / account holder | $3,479 | $4,730-26.5% | $8,342-58.3% | $7,234-51.9% |