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 | $62,860 | $55,706+12.8% | $75,886-17.2% | $72,985-13.9% |
| Participation rate | 66.7% | 61.1%+5.5pp | 69.3%-2.6pp | 69.5%-2.8pp |
| Annual return | 22.97% | 27.59%-4.6pp | 30.76%-7.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,532 | $1,687-9.2% | $2,500-38.7% | $2,440-37.2% |
| Participant deferral / active EE | $2,481 | $2,634-5.8% | $3,603-31.1% | $3,607-31.2% |
| Admin fee / account holder | $6,671 | $3,978+67.7% | $5,418+23.1% | $5,124+30.2% |