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 | $64,839+3.7% | $95,585-29.6% | $84,808-20.7% |
| Participation rate | 69.2% | 63.8%+5.4pp | 72.1%-2.8pp | 68.3%+0.9pp |
| Annual return | 21.04% | -670.96%+692.0pp | 38.56%-17.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,587 | $1,759+47.1% | $2,527+2.4% | $2,631-1.7% |
| Participant deferral / active EE | $7,104 | $2,965+139.6% | $4,023+76.6% | $4,212+68.7% |
| Admin fee / account holder | $4,711 | $5,964-21.0% | $6,127-23.1% | $7,344-35.9% |