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 3-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 | $99,876 | $86,929+14.9% | $102,423-2.5% | $80,856+23.5% |
| Participation rate | 69.8% | 72.4%-2.6pp | 76.5%-6.7pp | 67.6%+2.2pp |
| Annual return | 14.38% | 18.88%-4.5pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,452 | $2,369+3.5% | $3,023-18.9% | $2,755-11.0% |
| Participant deferral / active EE | $6,022 | $4,118+46.2% | $5,053+19.2% | $4,296+40.2% |
| Admin fee / account holder | $4,719 | $8,049-41.4% | $9,451-50.1% | $6,918-31.8% |