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 | $62,419 | $58,627+6.5% | $76,735-18.7% | $82,448-24.3% |
| Participation rate | 65.5% | 63.2%+2.2pp | 69.5%-4.0pp | 68.1%-2.6pp |
| Annual return | 17.92% | 39.10%-21.2pp | 29.77%-11.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,208 | $1,729+27.7% | $2,454-10.0% | $2,551-13.4% |
| Participant deferral / active EE | $4,716 | $3,134+50.5% | $4,088+15.4% | $4,139+13.9% |
| Admin fee / account holder | $1,785 | $5,323-66.5% | $7,189-75.2% | $7,234-75.3% |