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 | $87,893 | $52,279+68.1% | $89,391-1.7% | $79,858+10.1% |
| Participation rate | 58.8% | 57.5%+1.3pp | 68.0%-9.2pp | 69.6%-10.8pp |
| Annual return | 19.38% | 22.16%-2.8pp | 245.62%-226.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $1,747 | $1,572+11.1% | $2,586-32.4% | $2,471-29.3% |
| Participant deferral / active EE | $4,195 | $2,740+53.1% | $3,890+7.8% | $3,740+12.2% |
| Admin fee / account holder | $6,278 | $3,356+87.1% | $4,881+28.6% | $5,306+18.3% |