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 | $76,108 | $65,365+16.4% | $92,893-18.1% | $72,985+4.3% |
| Participation rate | 67.9% | 68.3%-0.4pp | 76.0%-8.1pp | 69.5%-1.6pp |
| Annual return | 23.05% | 42.10%-19.1pp | 109.41%-86.4pp | 81.00%-58.0pp |
| Employer contribution / active EE | $4,552 | $2,594+75.5% | $3,653+24.6% | $2,440+86.6% |
| Participant deferral / active EE | $3,530 | $3,128+12.8% | $4,236-16.7% | $3,607-2.2% |
| Admin fee / account holder | $500 | $4,251-88.2% | $5,794-91.4% | $5,124-90.2% |