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 7-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 | $106,495 | $61,774+72.4% | $97,226+9.5% | $80,856+31.7% |
| Participation rate | 31.7% | 63.5%-31.8pp | 72.7%-41.0pp | 67.6%-35.9pp |
| Annual return | 11.18% | -557.90%+569.1pp | 75.13%-63.9pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,439 | $1,837-21.6% | $2,729-47.3% | $2,755-47.8% |
| Participant deferral / active EE | $2,559 | $3,029-15.5% | $4,264-40.0% | $4,296-40.4% |
| Admin fee / account holder | $7,890 | $5,166+52.7% | $5,654+39.6% | $6,918+14.1% |