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 | $77,228 | $63,764+21.1% | $81,930-5.7% | $79,858-3.3% |
| Participation rate | 69.8% | 67.5%+2.3pp | 72.0%-2.2pp | 69.6%+0.1pp |
| Annual return | 18.16% | 22.66%-4.5pp | 29.49%-11.3pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,106 | $1,795+17.3% | $4,310-51.1% | $2,471-14.8% |
| Participant deferral / active EE | $3,640 | $2,780+30.9% | $7,107-48.8% | $3,740-2.7% |
| Admin fee / account holder | $4,263 | $4,426-3.7% | $5,158-17.3% | $5,306-19.7% |