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 | $98,003 | $106,515-8.0% | $96,683+1.4% | $139,434-29.7% |
| Participation rate | 45.8% | 77.8%-32.0pp | 74.3%-28.5pp | 80.3%-34.5pp |
| Annual return | 18.92% | 38.43%-19.5pp | 35.69%-16.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,864 | $4,103-30.2% | $3,737-23.4% | $4,751-39.7% |
| Participant deferral / active EE | $6,776 | $5,454+24.2% | $4,878+38.9% | $6,710+1.0% |
| Admin fee / account holder | $2,082 | $7,877-73.6% | $6,730-69.1% | $11,403-81.7% |