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 | $119,068 | $111,754+6.5% | $103,333+15.2% | $145,922-18.4% |
| Participation rate | 31.3% | 77.9%-46.7pp | 74.5%-43.3pp | 80.3%-49.0pp |
| Annual return | 11.25% | 24.77%-13.5pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,031 | $4,212-75.5% | $3,868-73.3% | $4,660-77.9% |
| Participant deferral / active EE | $4,069 | $5,619-27.6% | $5,057-19.5% | $6,688-39.2% |
| Admin fee / account holder | $15,598 | $9,750+60.0% | $8,355+86.7% | $13,397+16.4% |