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 | $99,954 | $95,453+4.7% | $112,040-10.8% | $82,448+21.2% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.5%-12.2pp | 68.1%-3.8pp |
| Annual return | 15.08% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,280 | $2,318-1.6% | $2,954-22.8% | $2,551-10.6% |
| Participant deferral / active EE | $6,146 | $4,224+45.5% | $5,098+20.6% | $4,139+48.5% |
| Admin fee / account holder | $9,110 | $9,013+1.1% | $12,098-24.7% | $7,234+25.9% |