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 | $72,400 | $58,512+23.7% | $84,015-13.8% | $72,985-0.8% |
| Participation rate | 63.9% | 61.2%+2.7pp | 69.0%-5.1pp | 69.5%-5.6pp |
| Annual return | 26.90% | 28.93%-2.0pp | 71.31%-44.4pp | 81.00%-54.1pp |
| Employer contribution / active EE | $915 | $1,163-21.3% | $1,983-53.9% | $2,440-62.5% |
| Participant deferral / active EE | $2,192 | $2,394-8.4% | $3,239-32.3% | $3,607-39.2% |
| Admin fee / account holder | $1,597 | $4,569-65.0% | $6,101-73.8% | $5,124-68.8% |