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 | $73,516 | $89,753-18.1% | $107,525-31.6% | $84,808-13.3% |
| Participation rate | 69.0% | 68.1%+0.9pp | 75.1%-6.1pp | 68.3%+0.7pp |
| Annual return | 16.61% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,454 | $3,113-21.2% | $3,754-34.6% | $2,631-6.7% |
| Participant deferral / active EE | $6,693 | $4,056+65.0% | $5,116+30.8% | $4,212+58.9% |
| Admin fee / account holder | $9,060 | $7,222+25.4% | $8,919+1.6% | $7,344+23.4% |