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 | $67,861 | $58,627+15.7% | $76,735-11.6% | $82,448-17.7% |
| Participation rate | 60.0% | 63.2%-3.2pp | 69.5%-9.5pp | 68.1%-8.1pp |
| Annual return | 18.95% | 39.10%-20.2pp | 29.77%-10.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,806 | $1,729+62.3% | $2,454+14.3% | $2,551+10.0% |
| Participant deferral / active EE | $3,272 | $3,134+4.4% | $4,088-19.9% | $4,139-20.9% |
| Admin fee / account holder | $632 | $5,323-88.1% | $7,189-91.2% | $7,234-91.3% |