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 | $77,505 | $67,606+14.6% | $82,313-5.8% | $70,131+10.5% |
| Participation rate | 59.0% | 72.8%-13.8pp | 76.9%-17.9pp | 69.5%-10.5pp |
| Annual return | 19.39% | 21.57%-2.2pp | 25.88%-6.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $670 | $1,755-61.8% | $2,428-72.4% | $2,342-71.4% |
| Participant deferral / active EE | $3,392 | $2,987+13.6% | $3,706-8.5% | $3,332+1.8% |
| Admin fee / account holder | $4,295 | $4,512-4.8% | $5,608-23.4% | $4,645-7.5% |