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 | $89,163 | $76,552+16.5% | $123,892-28.0% | $62,891+41.8% |
| Participation rate | 69.8% | 73.0%-3.1pp | 81.4%-11.6pp | 69.3%+0.5pp |
| Annual return | 26.05% | 18.68%+7.4pp | 47.52%-21.5pp | 20.14%+5.9pp |
| Employer contribution / active EE | $3,440 | $2,883+19.3% | $4,617-25.5% | $2,281+50.8% |
| Participant deferral / active EE | $7,863 | $4,840+62.5% | $5,984+31.4% | $3,203+145.5% |
| Admin fee / account holder | $3,207 | $4,826-33.5% | $8,357-61.6% | $4,296-25.3% |