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 | $67,693 | $64,839+4.4% | $95,585-29.2% | $84,808-20.2% |
| Participation rate | 56.4% | 63.8%-7.5pp | 72.1%-15.7pp | 68.3%-11.9pp |
| Annual return | 16.69% | -670.96%+687.6pp | 38.56%-21.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,932 | $1,759+66.7% | $2,527+16.1% | $2,631+11.5% |
| Participant deferral / active EE | $6,672 | $2,965+125.1% | $4,023+65.9% | $4,212+58.4% |
| Admin fee / account holder | $13,475 | $5,964+125.9% | $6,127+119.9% | $7,344+83.5% |