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 | $93,416 | $81,460+14.7% | $103,333-9.6% | $80,856+15.5% |
| Participation rate | 61.9% | 66.8%-4.9pp | 74.5%-12.6pp | 67.6%-5.7pp |
| Annual return | 20.93% | 25.55%-4.6pp | 24.88%-3.9pp | 35.59%-14.7pp |
| Employer contribution / active EE | $2,999 | $3,105-3.4% | $3,868-22.5% | $2,755+8.9% |
| Participant deferral / active EE | $6,555 | $3,869+69.4% | $5,057+29.6% | $4,296+52.6% |
| Admin fee / account holder | $2,092 | $6,566-68.1% | $8,355-75.0% | $6,918-69.8% |