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 6-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 | $91,472 | $100,773-9.2% | $88,946+2.8% | $142,382-35.8% |
| Participation rate | 36.4% | 74.3%-37.9pp | 68.8%-32.5pp | 80.1%-43.8pp |
| Annual return | 18.38% | 70.18%-51.8pp | 57.82%-39.4pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,280 | $2,918-56.1% | $2,555-49.9% | $4,299-70.2% |
| Participant deferral / active EE | $4,289 | $5,230-18.0% | $4,581-6.4% | $6,507-34.1% |
| Admin fee / account holder | $7,327 | $9,693-24.4% | $8,261-11.3% | $12,624-42.0% |