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 | $91,444 | $110,257-17.1% | $96,544-5.3% | $139,434-34.4% |
| Participation rate | 46.7% | 78.1%-31.4pp | 76.0%-29.3pp | 80.3%-33.7pp |
| Annual return | 14.52% | 26.32%-11.8pp | 25.84%-11.3pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,209 | $3,620-39.0% | $2,965-25.5% | $4,751-53.5% |
| Participant deferral / active EE | $6,257 | $5,548+12.8% | $4,851+29.0% | $6,710-6.8% |
| Admin fee / account holder | $374 | $11,591-96.8% | $8,252-95.5% | $11,403-96.7% |