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 | $101,101 | $86,922+16.3% | $102,438-1.3% | $80,874+25.0% |
| Participation rate | 68.0% | 72.4%-4.4pp | 76.5%-8.5pp | 67.6%+0.4pp |
| Annual return | 13.48% | 18.90%-5.4pp | 29.37%-15.9pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,831 | $2,369-22.7% | $3,024-39.4% | $2,756-33.6% |
| Participant deferral / active EE | $3,894 | $4,119-5.4% | $5,054-22.9% | $4,297-9.4% |
| Admin fee / account holder | $2,544 | $8,050-68.4% | $9,448-73.1% | $6,935-63.3% |