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 8-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 | $118,959 | $106,515+11.7% | $96,683+23.0% | $139,434-14.7% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 21.85% | 38.43%-16.6pp | 35.69%-13.8pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,737 | $4,103-57.7% | $3,737-53.5% | $4,751-63.4% |
| Participant deferral / active EE | $10,118 | $5,454+85.5% | $4,878+107.4% | $6,710+50.8% |
| Admin fee / account holder | $460 | $7,877-94.2% | $6,730-93.2% | $11,403-96.0% |