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 | $76,061 | $64,480+18.0% | $81,382-6.5% | $80,856-5.9% |
| Participation rate | 61.8% | 63.9%-2.1pp | 69.5%-7.7pp | 67.6%-5.8pp |
| Annual return | 20.50% | 16.34%+4.2pp | 24.73%-4.2pp | 35.59%-15.1pp |
| Employer contribution / active EE | $1,436 | $1,978-27.4% | $2,463-41.7% | $2,755-47.9% |
| Participant deferral / active EE | $3,229 | $3,094+4.4% | $3,883-16.8% | $4,296-24.8% |
| Admin fee / account holder | $5,963 | $5,671+5.1% | $5,768+3.4% | $6,918-13.8% |