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 | $99,389 | $107,452-7.5% | $91,541+8.6% | $142,382-30.2% |
| Participation rate | 53.8% | 75.1%-21.2pp | 69.8%-15.9pp | 80.1%-26.3pp |
| Annual return | 16.48% | 22.06%-5.6pp | 20.50%-4.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,186 | $2,994-60.4% | $2,505-52.7% | $4,299-72.4% |
| Participant deferral / active EE | $3,620 | $4,754-23.9% | $4,008-9.7% | $6,507-44.4% |
| Admin fee / account holder | $1,229 | $8,834-86.1% | $6,956-82.3% | $12,624-90.3% |