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 | $73,652 | $48,076+53.2% | $78,689-6.4% | $62,891+17.1% |
| Participation rate | 69.4% | 65.2%+4.2pp | 73.6%-4.2pp | 69.3%+0.1pp |
| Annual return | 6.07% | 31.35%-25.3pp | 62.18%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $300 | $2,015-85.1% | $2,851-89.5% | $2,281-86.8% |
| Participant deferral / active EE | $3,001 | $2,588+16.0% | $3,517-14.7% | $3,203-6.3% |
| Admin fee / account holder | $4,948 | $3,207+54.3% | $4,510+9.7% | $4,296+15.2% |