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 | $87,342 | $106,515-18.0% | $96,683-9.7% | $139,434-37.4% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 16.95% | 38.43%-21.5pp | 35.69%-18.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,506 | $4,103-38.9% | $3,737-32.9% | $4,751-47.3% |
| Participant deferral / active EE | $5,952 | $5,454+9.1% | $4,878+22.0% | $6,710-11.3% |
| Admin fee / account holder | $19,188 | $7,877+143.6% | $6,730+185.1% | $11,403+68.3% |