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 | $76,448 | $57,590+32.7% | $86,233-11.3% | $82,448-7.3% |
| Participation rate | 69.2% | 57.9%+11.4pp | 69.0%+0.2pp | 68.1%+1.2pp |
| Annual return | 16.92% | 22.41%-5.5pp | 61.39%-44.5pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,929 | $1,655+77.0% | $2,504+17.0% | $2,551+14.8% |
| Participant deferral / active EE | $7,547 | $3,080+145.0% | $4,559+65.5% | $4,139+82.3% |
| Admin fee / account holder | $684 | $4,730-85.5% | $8,342-91.8% | $7,234-90.5% |