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 | $89,913 | $71,050+26.5% | $93,606-3.9% | $80,856+11.2% |
| Participation rate | 61.5% | 60.4%+1.1pp | 68.7%-7.2pp | 67.6%-6.1pp |
| Annual return | 16.53% | 11.26%+5.3pp | 133.20%-116.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $4,708 | $1,564+201.1% | $2,420+94.6% | $2,755+70.9% |
| Participant deferral / active EE | $5,856 | $4,034+45.2% | $4,411+32.7% | $4,296+36.3% |
| Admin fee / account holder | $10,474 | $6,945+50.8% | $8,285+26.4% | $6,918+51.4% |