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 | $69,225 | $62,672+10.5% | $185,117-62.6% | $70,131-1.3% |
| Participation rate | 69.8% | 63.8%+6.0pp | 77.3%-7.5pp | 69.5%+0.2pp |
| Annual return | 18.27% | 40.79%-22.5pp | 40.50%-22.2pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,864 | $1,753+6.3% | $4,182-55.4% | $2,342-20.4% |
| Participant deferral / active EE | $4,503 | $3,272+37.7% | $5,045-10.7% | $3,332+35.2% |
| Admin fee / account holder | $2,275 | $3,932-42.1% | $8,159-72.1% | $4,645-51.0% |