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 | $114,781 | $111,814+2.7% | $103,374+11.0% | $145,959-21.4% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 28.04% | 24.77%+3.3pp | 24.89%+3.1pp | 561.95%-533.9pp |
| Employer contribution / active EE | $1,392 | $4,214-67.0% | $3,869-64.0% | $4,661-70.1% |
| Participant deferral / active EE | $1,785 | $5,618-68.2% | $5,058-64.7% | $6,689-73.3% |
| Admin fee / account holder | $13,384 | $9,754+37.2% | $8,394+59.4% | $13,398-0.1% |