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 | $90,824 | $138,347-34.4% | $184,203-50.7% | $80,856+12.3% |
| Participation rate | 67.9% | 83.9%-15.9pp | 86.8%-18.9pp | 67.6%+0.3pp |
| Annual return | 13.56% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,703 | $4,850-23.7% | $6,427-42.4% | $2,755+34.4% |
| Participant deferral / active EE | $6,626 | $7,071-6.3% | $9,131-27.4% | $4,296+54.3% |
| Admin fee / account holder | $13,306 | $10,483+26.9% | $13,901-4.3% | $6,918+92.3% |