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 | $69,724 | $71,050-1.9% | $93,606-25.5% | $80,856-13.8% |
| Participation rate | 58.0% | 60.4%-2.4pp | 68.7%-10.7pp | 67.6%-9.6pp |
| Annual return | 20.88% | 11.26%+9.6pp | 133.20%-112.3pp | 35.59%-14.7pp |
| Employer contribution / active EE | $1,801 | $1,564+15.2% | $2,420-25.6% | $2,755-34.6% |
| Participant deferral / active EE | $4,273 | $4,034+5.9% | $4,411-3.1% | $4,296-0.5% |
| Admin fee / account holder | $6,549 | $6,945-5.7% | $8,285-20.9% | $6,918-5.3% |