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 | $67,142 | $56,277+19.3% | $80,975-17.1% | $62,891+6.8% |
| Participation rate | 65.4% | 69.0%-3.6pp | 75.8%-10.4pp | 69.3%-3.9pp |
| Annual return | 7.76% | 22.12%-14.4pp | 17.10%-9.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,261 | $1,943+16.4% | $3,714-39.1% | $2,281-0.9% |
| Participant deferral / active EE | $7,024 | $4,195+67.4% | $5,696+23.3% | $3,203+119.3% |
| Admin fee / account holder | $1,011 | $3,741-73.0% | $5,516-81.7% | $4,296-76.5% |