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 | $90,421 | $81,446+11.0% | $103,374-12.5% | $80,874+11.8% |
| Participation rate | 42.6% | 66.9%-24.3pp | 74.5%-31.9pp | 67.6%-25.1pp |
| Annual return | 21.77% | 25.57%-3.8pp | 24.89%-3.1pp | 35.62%-13.8pp |
| Employer contribution / active EE | $1,389 | $3,107-55.3% | $3,869-64.1% | $2,756-49.6% |
| Participant deferral / active EE | $2,114 | $3,870-45.4% | $5,058-58.2% | $4,297-50.8% |
| Admin fee / account holder | $3,221 | $6,715-52.0% | $8,394-61.6% | $6,935-53.6% |