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 | $111,817 | $111,754+0.1% | $103,333+8.2% | $145,922-23.4% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 11.19% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,898 | $4,212-7.5% | $3,868+0.8% | $4,660-16.4% |
| Participant deferral / active EE | $8,178 | $5,619+45.6% | $5,057+61.7% | $6,688+22.3% |
| Admin fee / account holder | $674 | $9,750-93.1% | $8,355-91.9% | $13,397-95.0% |