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 6-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 | $115,507 | $114,381+1.0% | $107,525+7.4% | $142,382-18.9% |
| Participation rate | 63.2% | 78.1%-15.0pp | 75.1%-11.9pp | 80.1%-17.0pp |
| Annual return | 19.54% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,740 | $4,015-56.6% | $3,754-53.6% | $4,299-59.5% |
| Participant deferral / active EE | $3,523 | $5,564-36.7% | $5,116-31.1% | $6,507-45.9% |
| Admin fee / account holder | $2,929 | $9,860-70.3% | $8,919-67.2% | $12,624-76.8% |