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 | $55,951 | $48,076+16.4% | $78,689-28.9% | $62,891-11.0% |
| Participation rate | 68.4% | 65.2%+3.2pp | 73.6%-5.1pp | 69.3%-0.9pp |
| Annual return | 8.40% | 31.35%-23.0pp | 62.18%-53.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,593 | $2,588+116.1% | $3,517+59.0% | $3,203+74.6% |
| Admin fee / account holder | $1,956 | $3,207-39.0% | $4,510-56.6% | $4,296-54.5% |