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 | $71,171 | $56,060+27.0% | $76,002-6.4% | $80,874-12.0% |
| Participation rate | 56.3% | 62.0%-5.8pp | 69.1%-12.8pp | 67.6%-11.4pp |
| Annual return | 17.72% | 20.54%-2.8pp | 360.07%-342.3pp | 35.62%-17.9pp |
| Employer contribution / active EE | $2,990 | $1,873+59.6% | $2,688+11.2% | $2,756+8.5% |
| Participant deferral / active EE | $5,431 | $3,051+78.0% | $4,257+27.6% | $4,297+26.4% |
| Admin fee / account holder | $2,897 | $5,237-44.7% | $6,414-54.8% | $6,935-58.2% |