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 | $88,672+23.8% | $105,223+4.3% | $82,448+33.1% |
| Participation rate | 62.1% | 67.9%-5.9pp | 75.0%-13.0pp | 68.1%-6.0pp |
| Annual return | 24.95% | 30.86%-5.9pp | 180.65%-155.7pp | 41.64%-16.7pp |
| Employer contribution / active EE | $3,844 | $3,048+26.1% | $3,689+4.2% | $2,551+50.7% |
| Participant deferral / active EE | $9,890 | $4,036+145.0% | $5,072+95.0% | $4,139+138.9% |
| Admin fee / account holder | $14,904 | $7,146+108.6% | $8,859+68.2% | $7,234+106.0% |