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 | $110,527 | $103,376+6.9% | $87,100+26.9% | $152,861-27.7% |
| Participation rate | 68.4% | 79.3%-10.9pp | 76.9%-8.4pp | 82.4%-14.0pp |
| Annual return | 23.86% | 28.10%-4.2pp | 28.19%-4.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,717 | $3,220-46.7% | $2,521-31.9% | $4,762-63.9% |
| Participant deferral / active EE | $3,986 | $4,778-16.6% | $4,049-1.5% | $5,850-31.9% |
| Admin fee / account holder | $5,517 | $12,205-54.8% | $7,497-26.4% | $11,596-52.4% |