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 7-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 | $121,464 | $99,918+21.6% | $81,382+49.3% | $145,922-16.8% |
| Participation rate | 53.8% | 74.2%-20.3pp | 69.5%-15.6pp | 80.3%-26.4pp |
| Annual return | 13.87% | 34.32%-20.5pp | 24.73%-10.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,678 | $2,978-43.7% | $2,463-31.9% | $4,660-64.0% |
| Participant deferral / active EE | $4,106 | $4,605-10.8% | $3,883+5.7% | $6,688-38.6% |
| Admin fee / account holder | $2,832 | $8,212-65.5% | $5,768-50.9% | $13,397-78.9% |