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 | $80,448 | $72,012+11.7% | $185,823-56.7% | $79,858+0.7% |
| Participation rate | 67.9% | 65.8%+2.1pp | 78.0%-10.2pp | 69.6%-1.8pp |
| Annual return | 17.28% | 23.12%-5.8pp | 35.95%-18.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $5,130 | $1,965+161.1% | $4,087+25.5% | $2,471+107.6% |
| Participant deferral / active EE | $3,791 | $3,779+0.3% | $5,632-32.7% | $3,740+1.4% |
| Admin fee / account holder | $9,072 | $4,513+101.0% | $9,500-4.5% | $5,306+71.0% |