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 | $68,828 | $57,057+20.6% | $85,009-19.0% | $80,874-14.9% |
| Participation rate | 49.2% | 56.4%-7.2pp | 67.5%-18.4pp | 67.6%-18.5pp |
| Annual return | 17.50% | 21.66%-4.2pp | 66.47%-49.0pp | 35.62%-18.1pp |
| Employer contribution / active EE | $3,008 | $1,799+67.2% | $2,728+10.2% | $2,756+9.1% |
| Participant deferral / active EE | $6,195 | $3,112+99.1% | $4,522+37.0% | $4,297+44.2% |
| Admin fee / account holder | $6,115 | $4,986+22.6% | $6,153-0.6% | $6,935-11.8% |