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 | $68,919 | $59,101+16.6% | $77,163-10.7% | $75,163-8.3% |
| Participation rate | 57.5% | 63.9%-6.3pp | 69.6%-12.0pp | 67.2%-9.7pp |
| Annual return | 14.04% | 26.71%-12.7pp | 37.87%-23.8pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,496 | $1,995-25.0% | $2,535-41.0% | $2,670-44.0% |
| Participant deferral / active EE | $2,969 | $2,999-1.0% | $3,833-22.5% | $4,125-28.0% |
| Admin fee / account holder | $5,633 | $4,774+18.0% | $5,472+2.9% | $5,651-0.3% |