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 | $96,677 | $95,266+1.5% | $82,389+17.3% | $142,382-32.1% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.5%-15.7pp | 80.1%-26.3pp |
| Annual return | 16.99% | 25.74%-8.7pp | 28.67%-11.7pp | 217.08%-200.1pp |
| Employer contribution / active EE | $986 | $2,991-67.0% | $2,517-60.8% | $4,299-77.1% |
| Participant deferral / active EE | $4,082 | $4,809-15.1% | $4,155-1.8% | $6,507-37.3% |
| Admin fee / account holder | $1,165 | $8,563-86.4% | $7,231-83.9% | $12,624-90.8% |