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 | $127,236 | $127,065+0.1% | $113,168+12.4% | $142,382-10.6% |
| Participation rate | 58.3% | 79.2%-20.9pp | 76.6%-18.2pp | 80.1%-21.8pp |
| Annual return | 19.50% | 24.03%-4.5pp | 24.27%-4.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,829 | $3,442-46.9% | $2,975-38.5% | $4,299-57.5% |
| Participant deferral / active EE | $3,825 | $5,716-33.1% | $5,107-25.1% | $6,507-41.2% |
| Admin fee / account holder | $5,126 | $15,736-67.4% | $12,068-57.5% | $12,624-59.4% |