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 9-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 | $80,317 | $78,672+2.1% | $109,143-26.4% | $85,850-6.4% |
| Participation rate | 46.9% | 68.3%-21.4pp | 75.9%-29.0pp | 69.3%-22.4pp |
| Annual return | 12.13% | 25.09%-13.0pp | 25.75%-13.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,191 | $2,735-19.9% | $3,722-41.1% | $2,565-14.6% |
| Participant deferral / active EE | $5,674 | $3,467+63.6% | $4,653+21.9% | $3,952+43.6% |
| Admin fee / account holder | $7,924 | $5,469+44.9% | $6,752+17.4% | $6,260+26.6% |