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 | $116,934 | $89,753+30.3% | $107,525+8.8% | $84,808+37.9% |
| Participation rate | 67.8% | 68.1%-0.3pp | 75.1%-7.3pp | 68.3%-0.5pp |
| Annual return | 13.56% | 29.48%-15.9pp | 181.32%-167.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,701 | $3,113-45.4% | $3,754-54.7% | $2,631-35.3% |
| Participant deferral / active EE | $4,125 | $4,056+1.7% | $5,116-19.4% | $4,212-2.1% |
| Admin fee / account holder | $17,404 | $7,222+141.0% | $8,919+95.1% | $7,344+137.0% |