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 | $109,749 | $89,753+22.3% | $107,525+2.1% | $84,808+29.4% |
| Participation rate | 62.1% | 68.1%-6.0pp | 75.1%-13.0pp | 68.3%-6.2pp |
| Annual return | 24.95% | 29.48%-4.5pp | 181.32%-156.4pp | 40.90%-15.9pp |
| Employer contribution / active EE | $3,844 | $3,113+23.5% | $3,754+2.4% | $2,631+46.1% |
| Participant deferral / active EE | $9,890 | $4,056+143.8% | $5,116+93.3% | $4,212+134.8% |
| Admin fee / account holder | $14,904 | $7,222+106.4% | $8,919+67.1% | $7,344+102.9% |