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 | $96,514 | $95,803+0.7% | $113,168-14.7% | $84,808+13.8% |
| Participation rate | 67.9% | 72.9%-5.0pp | 76.6%-8.7pp | 68.3%-0.5pp |
| Annual return | 17.50% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,479 | $2,360-37.3% | $2,975-50.3% | $2,631-43.8% |
| Participant deferral / active EE | $6,995 | $4,242+64.9% | $5,107+37.0% | $4,212+66.1% |
| Admin fee / account holder | $868 | $8,989-90.3% | $12,068-92.8% | $7,344-88.2% |