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 | $77,939 | $71,050+9.7% | $93,606-16.7% | $80,856-3.6% |
| Participation rate | 68.5% | 60.4%+8.1pp | 68.7%-0.2pp | 67.6%+0.9pp |
| Annual return | 12.34% | 11.26%+1.1pp | 133.20%-120.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,079 | $1,564+33.0% | $2,420-14.1% | $2,755-24.5% |
| Participant deferral / active EE | $3,868 | $4,034-4.1% | $4,411-12.3% | $4,296-10.0% |
| Admin fee / account holder | $4,732 | $6,945-31.9% | $8,285-42.9% | $6,918-31.6% |