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 | $103,534 | $108,825-4.9% | $156,181-33.7% | $82,448+25.6% |
| Participation rate | 60.4% | 72.4%-12.0pp | 78.8%-18.4pp | 68.1%-7.7pp |
| Annual return | 14.99% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,441 | $2,870-14.9% | $4,294-43.1% | $2,551-4.3% |
| Participant deferral / active EE | $6,355 | $4,577+38.8% | $6,132+3.6% | $4,139+53.5% |
| Admin fee / account holder | $17,509 | $9,341+87.5% | $14,586+20.0% | $7,234+142.0% |