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 7-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 | $100,778 | $107,452-6.2% | $91,541+10.1% | $142,382-29.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 15.27% | 22.06%-6.8pp | 20.50%-5.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,630 | $2,994-45.5% | $2,505-34.9% | $4,299-62.1% |
| Participant deferral / active EE | $2,141 | $4,754-55.0% | $4,008-46.6% | $6,507-67.1% |
| Admin fee / account holder | $13,725 | $8,834+55.4% | $6,956+97.3% | $12,624+8.7% |