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 | $84,105 | $81,460+3.2% | $103,333-18.6% | $80,856+4.0% |
| Participation rate | 68.2% | 66.8%+1.3pp | 74.5%-6.3pp | 67.6%+0.5pp |
| Annual return | 19.24% | 25.55%-6.3pp | 24.88%-5.6pp | 35.59%-16.4pp |
| Employer contribution / active EE | $2,856 | $3,105-8.0% | $3,868-26.1% | $2,755+3.7% |
| Participant deferral / active EE | $6,014 | $3,869+55.5% | $5,057+18.9% | $4,296+40.0% |
| Admin fee / account holder | $5,436 | $6,566-17.2% | $8,355-34.9% | $6,918-21.4% |