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 | $99,459 | $89,753+10.8% | $107,525-7.5% | $84,808+17.3% |
| Participation rate | 34.9% | 68.1%-33.1pp | 75.1%-40.1pp | 68.3%-33.4pp |
| Annual return | 13.26% | 29.48%-16.2pp | 181.32%-168.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,145 | $3,113-63.2% | $3,754-69.5% | $2,631-56.5% |
| Participant deferral / active EE | $2,539 | $4,056-37.4% | $5,116-50.4% | $4,212-39.7% |
| Admin fee / account holder | $9,250 | $7,222+28.1% | $8,919+3.7% | $7,344+26.0% |