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 | $75,048 | $47,848+56.8% | $81,478-7.9% | $70,131+7.0% |
| Participation rate | 61.5% | 58.3%+3.3pp | 68.0%-6.4pp | 69.5%-8.0pp |
| Annual return | 19.36% | 27.25%-7.9pp | 38.78%-19.4pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,679 | $1,527+75.4% | $2,568+4.3% | $2,342+14.3% |
| Participant deferral / active EE | $829 | $2,453-66.2% | $3,537-76.6% | $3,332-75.1% |
| Admin fee / account holder | $848 | $3,145-73.0% | $4,561-81.4% | $4,645-81.7% |