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 8-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 | $94,998 | $89,753+5.8% | $107,525-11.7% | $84,808+12.0% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 22.55% | 29.48%-6.9pp | 181.32%-158.8pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,956 | $3,113-37.2% | $3,754-47.9% | $2,631-25.6% |
| Participant deferral / active EE | $3,341 | $4,056-17.6% | $5,116-34.7% | $4,212-20.7% |
| Admin fee / account holder | $1,396 | $7,222-80.7% | $8,919-84.4% | $7,344-81.0% |