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 | $66,516 | $71,050-6.4% | $93,606-28.9% | $80,856-17.7% |
| Participation rate | 65.5% | 60.4%+5.0pp | 68.7%-3.3pp | 67.6%-2.2pp |
| Annual return | 12.36% | 11.26%+1.1pp | 133.20%-120.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,974 | $1,564+26.3% | $2,420-18.4% | $2,755-28.3% |
| Participant deferral / active EE | $3,409 | $4,034-15.5% | $4,411-22.7% | $4,296-20.6% |
| Admin fee / account holder | $1,922 | $6,945-72.3% | $8,285-76.8% | $6,918-72.2% |