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 | $73,836 | $58,512+26.2% | $84,015-12.1% | $72,985+1.2% |
| Participation rate | 61.1% | 61.2%-0.1pp | 69.0%-7.9pp | 69.5%-8.4pp |
| Annual return | 26.15% | 28.93%-2.8pp | 71.31%-45.2pp | 81.00%-54.9pp |
| Employer contribution / active EE | $1,427 | $1,163+22.7% | $1,983-28.0% | $2,440-41.5% |
| Participant deferral / active EE | $2,897 | $2,394+21.0% | $3,239-10.5% | $3,607-19.7% |
| Admin fee / account holder | $1,319 | $4,569-71.1% | $6,101-78.4% | $5,124-74.3% |