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 8-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 | $109,750 | $101,724+7.9% | $164,813-33.4% | $80,856+35.7% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.6%-7.6pp |
| Annual return | 16.75% | 16.72%0pp | 69.93%-53.2pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,726 | $2,953-41.6% | $4,341-60.2% | $2,755-37.3% |
| Participant deferral / active EE | $5,268 | $4,477+17.7% | $6,031-12.7% | $4,296+22.6% |
| Admin fee / account holder | $1,025 | $8,227-87.5% | $12,690-91.9% | $6,918-85.2% |