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 | $69,611 | $58,627+18.7% | $76,735-9.3% | $82,448-15.6% |
| Participation rate | 60.0% | 63.2%-3.2pp | 69.5%-9.5pp | 68.1%-8.1pp |
| Annual return | 13.23% | 39.10%-25.9pp | 29.77%-16.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,864 | $1,729+7.8% | $2,454-24.1% | $2,551-26.9% |
| Participant deferral / active EE | $4,957 | $3,134+58.2% | $4,088+21.3% | $4,139+19.8% |
| Admin fee / account holder | $8,145 | $5,323+53.0% | $7,189+13.3% | $7,234+12.6% |