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 | $95,089 | $73,933+28.6% | $96,683-1.6% | $75,163+26.5% |
| Participation rate | 67.9% | 66.4%+1.5pp | 74.3%-6.4pp | 67.2%+0.7pp |
| Annual return | 19.08% | 26.70%-7.6pp | 35.69%-16.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,834 | $2,928-3.2% | $3,737-24.1% | $2,670+6.2% |
| Participant deferral / active EE | $7,567 | $3,659+106.8% | $4,878+55.1% | $4,125+83.4% |
| Admin fee / account holder | $7,218 | $5,216+38.4% | $6,730+7.3% | $5,651+27.7% |