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 | $68,682 | $58,523+17.4% | $99,443-30.9% | $72,985-5.9% |
| Participation rate | 67.4% | 64.6%+2.8pp | 73.8%-6.4pp | 69.5%-2.1pp |
| Annual return | 26.96% | 28.51%-1.6pp | 30.72%-3.8pp | 81.00%-54.0pp |
| Employer contribution / active EE | $1,880 | $1,512+24.3% | $2,540-26.0% | $2,440-23.0% |
| Participant deferral / active EE | $3,488 | $2,606+33.8% | $3,619-3.6% | $3,607-3.3% |
| Admin fee / account holder | $1,233 | $4,102-69.9% | $6,250-80.3% | $5,124-75.9% |