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 | $95,266-7.9% | $82,389+6.5% | $142,382-38.4% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.5%-41.0pp | 80.1%-51.5pp |
| Annual return | 23.23% | 25.74%-2.5pp | 28.67%-5.4pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,341 | $2,991-55.2% | $2,517-46.7% | $4,299-68.8% |
| Participant deferral / active EE | $2,930 | $4,809-39.1% | $4,155-29.5% | $6,507-55.0% |
| Admin fee / account holder | $6,407 | $8,563-25.2% | $7,231-11.4% | $12,624-49.2% |