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 | $96,926 | $110,257-12.1% | $96,544+0.4% | $139,434-30.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 27.37% | 26.32%+1.1pp | 25.84%+1.5pp | 372.94%-345.6pp |
| Employer contribution / active EE | $2,596 | $3,620-28.3% | $2,965-12.4% | $4,751-45.4% |
| Participant deferral / active EE | $7,633 | $5,548+37.6% | $4,851+57.3% | $6,710+13.7% |
| Admin fee / account holder | $329 | $11,591-97.2% | $8,252-96.0% | $11,403-97.1% |