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 | $67,942 | $60,892+11.6% | $82,389-17.5% | $84,808-19.9% |
| Participation rate | 65.7% | 63.3%+2.4pp | 69.5%-3.8pp | 68.3%-2.6pp |
| Annual return | 15.93% | 37.29%-21.4pp | 28.67%-12.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,001 | $1,779+12.5% | $2,517-20.5% | $2,631-23.9% |
| Participant deferral / active EE | $2,892 | $3,179-9.0% | $4,155-30.4% | $4,212-31.3% |
| Admin fee / account holder | $5,543 | $5,467+1.4% | $7,231-23.3% | $7,344-24.5% |