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 | $73,492 | $78,705-6.6% | $117,854-37.6% | $70,131+4.8% |
| Participation rate | 67.6% | 73.2%-5.6pp | 79.7%-12.1pp | 69.5%-2.0pp |
| Annual return | 13.87% | 23.30%-9.4pp | 335.08%-321.2pp | 73.14%-59.3pp |
| Employer contribution / active EE | $2,511 | $2,223+12.9% | $3,786-33.7% | $2,342+7.2% |
| Participant deferral / active EE | $5,342 | $3,297+62.0% | $4,482+19.2% | $3,332+60.3% |
| Admin fee / account holder | $6,428 | $5,065+26.9% | $8,020-19.9% | $4,645+38.4% |