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 | $114,289 | $100,754+13.4% | $86,677+31.9% | $134,475-15.0% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | 0.76% | 29.04%-28.3pp | 35.91%-35.1pp | 417.96%-417.2pp |
| Employer contribution / active EE | $1,823 | $3,489-47.8% | $2,836-35.7% | $4,740-61.5% |
| Participant deferral / active EE | $11,853 | $5,338+122.1% | $4,656+154.6% | $6,400+85.2% |
| Admin fee / account holder | $575 | $10,926-94.7% | $7,493-92.3% | $11,426-95.0% |