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 | $65,998 | $53,127+24.2% | $86,590-23.8% | $70,131-5.9% |
| Participation rate | 69.8% | 65.3%+4.5pp | 73.5%-3.8pp | 69.5%+0.2pp |
| Annual return | 17.59% | 27.66%-10.1pp | 964.84%-947.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,440 | $2,068+18.0% | $2,839-14.1% | $2,342+4.2% |
| Participant deferral / active EE | $1,786 | $2,696-33.7% | $3,609-50.5% | $3,332-46.4% |
| Admin fee / account holder | $3,983 | $3,585+11.1% | $4,906-18.8% | $4,645-14.3% |