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 | $67,250 | $63,703+5.6% | $93,063-27.7% | $82,448-18.4% |
| Participation rate | 69.2% | 63.8%+5.4pp | 72.1%-2.9pp | 68.1%+1.2pp |
| Annual return | 21.04% | -775.43%+796.5pp | 34.15%-13.1pp | 41.64%-20.6pp |
| Employer contribution / active EE | $2,587 | $1,729+49.7% | $2,476+4.5% | $2,551+1.4% |
| Participant deferral / active EE | $7,104 | $2,919+143.3% | $3,958+79.5% | $4,139+71.6% |
| Admin fee / account holder | $4,711 | $5,982-21.3% | $6,033-21.9% | $7,234-34.9% |