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 | $64,806 | $59,101+9.7% | $77,163-16.0% | $75,163-13.8% |
| Participation rate | 68.7% | 63.9%+4.8pp | 69.6%-0.9pp | 67.2%+1.5pp |
| Annual return | 17.92% | 26.71%-8.8pp | 37.87%-20.0pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,474 | $1,995+24.0% | $2,535-2.4% | $2,670-7.3% |
| Participant deferral / active EE | $4,935 | $2,999+64.5% | $3,833+28.7% | $4,125+19.6% |
| Admin fee / account holder | $5,418 | $4,774+13.5% | $5,472-1.0% | $5,651-4.1% |