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 | $72,269 | $54,705+32.1% | $71,209+1.5% | $84,808-14.8% |
| Participation rate | 60.7% | 64.1%-3.4pp | 73.8%-13.0pp | 68.3%-7.6pp |
| Annual return | 16.20% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,037 | $2,158+40.7% | $2,721+11.6% | $2,631+15.4% |
| Participant deferral / active EE | $5,413 | $3,030+78.6% | $4,175+29.6% | $4,212+28.5% |
| Admin fee / account holder | $7,913 | $4,863+62.7% | $5,349+47.9% | $7,344+7.8% |