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 | $188,789 | $62,586+201.6% | $76,768+145.9% | $64,186+194.1% |
| Participation rate | 65.6% | 72.8%-7.2pp | 77.0%-11.4pp | 69.6%-4.0pp |
| Annual return | 9.59% | -1.95%+11.5pp | 2.43%+7.2pp | 7.63%+2.0pp |
| Employer contribution / active EE | $2,934 | $1,832+60.2% | $2,485+18.1% | $2,381+23.2% |
| Participant deferral / active EE | $4,766 | $3,145+51.6% | $3,852+23.7% | $3,470+37.4% |
| Admin fee / account holder | $22,276 | $4,667+377.3% | $6,675+233.7% | $4,888+355.7% |