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 | $64,709 | $51,708+25.1% | $106,619-39.3% | $62,891+2.9% |
| Participation rate | 68.0% | 66.9%+1.1pp | 78.0%-10.0pp | 69.3%-1.3pp |
| Annual return | 8.74% | 4.69%+4.1pp | 9.42%-0.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $516 | $1,764-70.7% | $3,947-86.9% | $2,281-77.4% |
| Participant deferral / active EE | $2,784 | $2,315+20.2% | $3,930-29.2% | $3,203-13.1% |
| Admin fee / account holder | $3,928 | $3,349+17.3% | $6,418-38.8% | $4,296-8.5% |