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 6-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 | $109,336 | $100,970+8.3% | $96,576+13.2% | $137,256-20.3% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 16.82% | 38.16%-21.3pp | 38.47%-21.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,346 | $3,809-12.2% | $3,553-5.8% | $4,156-19.5% |
| Participant deferral / active EE | $9,830 | $8,286+18.6% | $7,956+23.5% | $6,407+53.4% |
| Admin fee / account holder | $3,937 | $11,312-65.2% | $11,381-65.4% | $12,270-67.9% |