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 | $115,706 | $111,814+3.5% | $103,374+11.9% | $145,959-20.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.40% | 24.77%-11.4pp | 24.89%-11.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,540 | $4,214-39.7% | $3,869-34.4% | $4,661-45.5% |
| Participant deferral / active EE | $8,241 | $5,618+46.7% | $5,058+62.9% | $6,689+23.2% |
| Admin fee / account holder | $3,584 | $9,754-63.3% | $8,394-57.3% | $13,398-73.3% |