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 | $66,933 | $59,101+13.3% | $77,163-13.3% | $75,163-11.0% |
| Participation rate | 66.2% | 63.9%+2.4pp | 69.6%-3.3pp | 67.2%-1.0pp |
| Annual return | 19.95% | 26.71%-6.8pp | 37.87%-17.9pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,102 | $1,995+5.3% | $2,535-17.1% | $2,670-21.3% |
| Participant deferral / active EE | $4,066 | $2,999+35.6% | $3,833+6.1% | $4,125-1.4% |
| Admin fee / account holder | $1,835 | $4,774-61.6% | $5,472-66.5% | $5,651-67.5% |