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 | $88,278 | $87,733+0.6% | $106,548-17.1% | $85,850+2.8% |
| Participation rate | 61.4% | 71.9%-10.5pp | 76.1%-14.7pp | 69.3%-7.9pp |
| Annual return | 16.56% | 21.86%-5.3pp | 26.80%-10.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,108 | $2,073-46.5% | $2,819-60.7% | $2,565-56.8% |
| Participant deferral / active EE | $3,336 | $3,469-3.8% | $4,398-24.2% | $3,952-15.6% |
| Admin fee / account holder | $4,137 | $6,767-38.9% | $7,407-44.1% | $6,260-33.9% |