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 | $74,627 | $65,365+14.2% | $92,893-19.7% | $72,985+2.2% |
| Participation rate | 60.8% | 68.3%-7.5pp | 76.0%-15.2pp | 69.5%-8.7pp |
| Annual return | 18.90% | 42.10%-23.2pp | 109.41%-90.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $999 | $2,594-61.5% | $3,653-72.7% | $2,440-59.1% |
| Participant deferral / active EE | $3,738 | $3,128+19.5% | $4,236-11.8% | $3,607+3.6% |
| Admin fee / account holder | $6,425 | $4,251+51.1% | $5,794+10.9% | $5,124+25.4% |