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 | $87,736 | $87,166+0.7% | $76,735+14.3% | $137,256-36.1% |
| Participation rate | 28.6% | 74.4%-45.8pp | 69.5%-40.9pp | 80.0%-51.4pp |
| Annual return | 23.23% | 26.50%-3.3pp | 29.77%-6.5pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,341 | $2,904-53.8% | $2,454-45.4% | $4,156-67.7% |
| Participant deferral / active EE | $2,930 | $4,726-38.0% | $4,088-28.3% | $6,407-54.3% |
| Admin fee / account holder | $6,407 | $8,403-23.8% | $7,189-10.9% | $12,270-47.8% |