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 | $84,834 | $86,929-2.4% | $102,423-17.2% | $80,856+4.9% |
| Participation rate | 64.3% | 72.4%-8.1pp | 76.5%-12.2pp | 67.6%-3.4pp |
| Annual return | 16.19% | 18.88%-2.7pp | 29.32%-13.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,877 | $2,369+63.6% | $3,023+28.2% | $2,755+40.7% |
| Participant deferral / active EE | $6,989 | $4,118+69.7% | $5,053+38.3% | $4,296+62.7% |
| Admin fee / account holder | $26,812 | $8,049+233.1% | $9,451+183.7% | $6,918+287.6% |