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 | $79,527 | $68,719+15.7% | $91,541-13.1% | $84,808-6.2% |
| Participation rate | 68.6% | 64.5%+4.1pp | 69.8%-1.2pp | 68.3%+0.3pp |
| Annual return | 15.75% | 19.12%-3.4pp | 20.50%-4.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,199 | $1,920+14.5% | $2,505-12.2% | $2,631-16.4% |
| Participant deferral / active EE | $4,028 | $3,136+28.5% | $4,008+0.5% | $4,212-4.4% |
| Admin fee / account holder | $18,735 | $5,786+223.8% | $6,956+169.3% | $7,344+155.1% |