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 | $82,789 | $73,787+12.2% | $98,716-16.1% | $82,448+0.4% |
| Participation rate | 64.7% | 61.4%+3.3pp | 69.3%-4.6pp | 68.1%-3.4pp |
| Annual return | 12.84% | 18.57%-5.7pp | 31.81%-19.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,066 | $1,511+36.7% | $2,279-9.3% | $2,551-19.0% |
| Participant deferral / active EE | $5,315 | $3,081+72.5% | $4,048+31.3% | $4,139+28.4% |
| Admin fee / account holder | $1,638 | $6,500-74.8% | $8,703-81.2% | $7,234-77.4% |