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 | $75,889 | $47,848+58.6% | $81,478-6.9% | $70,131+8.2% |
| Participation rate | 64.3% | 58.3%+6.0pp | 68.0%-3.7pp | 69.5%-5.3pp |
| Annual return | 23.38% | 27.25%-3.9pp | 38.78%-15.4pp | 73.14%-49.8pp |
| Employer contribution / active EE | $2,077 | $1,527+36.0% | $2,568-19.1% | $2,342-11.3% |
| Participant deferral / active EE | $3,853 | $2,453+57.1% | $3,537+8.9% | $3,332+15.6% |
| Admin fee / account holder | $352 | $3,145-88.8% | $4,561-92.3% | $4,645-92.4% |