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 | $53,555 | $46,869+14.3% | $122,332-56.2% | $70,131-23.6% |
| Participation rate | 67.6% | 58.2%+9.4pp | 71.6%-4.1pp | 69.5%-2.0pp |
| Annual return | 16.40% | 24.22%-7.8pp | 30.27%-13.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $816 | $1,288-36.6% | $4,050-79.9% | $2,342-65.2% |
| Participant deferral / active EE | $2,295 | $2,166+5.9% | $3,287-30.2% | $3,332-31.1% |
| Admin fee / account holder | $4,393 | $3,322+32.2% | $5,478-19.8% | $4,645-5.4% |