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 | $90,898 | $74,927+21.3% | $101,794-10.7% | $84,808+7.2% |
| Participation rate | 62.7% | 61.4%+1.3pp | 69.2%-6.5pp | 68.3%-5.6pp |
| Annual return | 21.71% | 18.70%+3.0pp | 30.53%-8.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $3,047 | $1,522+100.2% | $2,289+33.1% | $2,631+15.8% |
| Participant deferral / active EE | $5,895 | $3,099+90.2% | $4,084+44.4% | $4,212+40.0% |
| Admin fee / account holder | $8,241 | $6,514+26.5% | $8,777-6.1% | $7,344+12.2% |