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 | $79,663 | $64,480+23.5% | $81,382-2.1% | $80,856-1.5% |
| Participation rate | 66.2% | 63.9%+2.3pp | 69.5%-3.3pp | 67.6%-1.5pp |
| Annual return | 13.31% | 16.34%-3.0pp | 24.73%-11.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,458 | $1,978+24.2% | $2,463-0.2% | $2,755-10.8% |
| Participant deferral / active EE | $4,920 | $3,094+59.0% | $3,883+26.7% | $4,296+14.5% |
| Admin fee / account holder | $2,806 | $5,671-50.5% | $5,768-51.4% | $6,918-59.4% |