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 | $68,476 | $60,349+13.5% | $74,183-7.7% | $62,891+8.9% |
| Participation rate | 58.8% | 72.7%-13.9pp | 76.6%-17.8pp | 69.3%-10.5pp |
| Annual return | 7.92% | 21.37%-13.5pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,428 | $1,680-15.0% | $2,370-39.8% | $2,281-37.4% |
| Participant deferral / active EE | $3,977 | $2,856+39.3% | $3,550+12.1% | $3,203+24.2% |
| Admin fee / account holder | $6,171 | $4,261+44.8% | $5,586+10.5% | $4,296+43.7% |