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 | $90,199 | $80,717+11.7% | $154,803-41.7% | $84,808+6.4% |
| Participation rate | 48.6% | 66.8%-18.2pp | 78.1%-29.4pp | 68.3%-19.7pp |
| Annual return | 19.86% | 37.96%-18.1pp | 58.88%-39.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,416 | $2,761-48.7% | $4,305-67.1% | $2,631-46.2% |
| Participant deferral / active EE | $4,373 | $3,303+32.4% | $5,540-21.1% | $4,212+3.8% |
| Admin fee / account holder | $13,554 | $6,746+100.9% | $14,329-5.4% | $7,344+84.6% |