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 | $111,606 | $110,257+1.2% | $96,544+15.6% | $139,434-20.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 27.01% | 26.32%+0.7pp | 25.84%+1.2pp | 372.94%-345.9pp |
| Employer contribution / active EE | $2,014 | $3,620-44.4% | $2,965-32.1% | $4,751-57.6% |
| Participant deferral / active EE | $6,066 | $5,548+9.3% | $4,851+25.0% | $6,710-9.6% |
| Admin fee / account holder | $531 | $11,591-95.4% | $8,252-93.6% | $11,403-95.3% |