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 | $82,213 | $89,753-8.4% | $107,525-23.5% | $84,808-3.1% |
| Participation rate | 58.7% | 68.1%-9.4pp | 75.1%-16.4pp | 68.3%-9.6pp |
| Annual return | 20.81% | 29.48%-8.7pp | 181.32%-160.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $2,602 | $3,113-16.4% | $3,754-30.7% | $2,631-1.1% |
| Participant deferral / active EE | $5,853 | $4,056+44.3% | $5,116+14.4% | $4,212+39.0% |
| Admin fee / account holder | $2,204 | $7,222-69.5% | $8,919-75.3% | $7,344-70.0% |