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 | $76,930 | $60,892+26.3% | $82,389-6.6% | $84,808-9.3% |
| Participation rate | 64.9% | 63.3%+1.6pp | 69.5%-4.6pp | 68.3%-3.4pp |
| Annual return | 14.41% | 37.29%-22.9pp | 28.67%-14.3pp | 40.90%-26.5pp |
| Employer contribution / active EE | $5,336 | $1,779+199.9% | $2,517+112.0% | $2,631+102.8% |
| Participant deferral / active EE | $2,657 | $3,179-16.4% | $4,155-36.1% | $4,212-36.9% |
| Admin fee / account holder | $7,542 | $5,467+38.0% | $7,231+4.3% | $7,344+2.7% |