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 | $75,375 | $68,719+9.7% | $91,541-17.7% | $84,808-11.1% |
| Participation rate | 59.0% | 64.5%-5.5pp | 69.8%-10.8pp | 68.3%-9.3pp |
| Annual return | 28.37% | 19.12%+9.3pp | 20.50%+7.9pp | 40.90%-12.5pp |
| Employer contribution / active EE | $2,777 | $1,920+44.6% | $2,505+10.9% | $2,631+5.5% |
| Participant deferral / active EE | $4,320 | $3,136+37.8% | $4,008+7.8% | $4,212+2.6% |
| Admin fee / account holder | $5,823 | $5,786+0.6% | $6,956-16.3% | $7,344-20.7% |