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 | $89,765 | $104,974-14.5% | $95,585-6.1% | $142,382-37.0% |
| Participation rate | 57.1% | 75.0%-17.8pp | 72.1%-14.9pp | 80.1%-23.0pp |
| Annual return | 18.29% | 210.33%-192.0pp | 38.56%-20.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,271 | $2,779-54.3% | $2,527-49.7% | $4,299-70.4% |
| Participant deferral / active EE | $3,099 | $4,352-28.8% | $4,023-23.0% | $6,507-52.4% |
| Admin fee / account holder | $1,118 | $6,386-82.5% | $6,127-81.8% | $12,624-91.1% |