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 | $102,303 | $94,625+8.1% | $116,228-12.0% | $84,808+20.6% |
| Participation rate | 62.0% | 70.4%-8.4pp | 74.6%-12.6pp | 68.3%-6.3pp |
| Annual return | 16.87% | 20.40%-3.5pp | 90.06%-73.2pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,303 | $2,347-1.9% | $2,994-23.1% | $2,631-12.5% |
| Participant deferral / active EE | $4,138 | $3,972+4.2% | $4,953-16.5% | $4,212-1.7% |
| Admin fee / account holder | $8,993 | $10,091-10.9% | $11,989-25.0% | $7,344+22.5% |