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 | $86,451 | $81,248+6.4% | $155,509-44.4% | $80,856+6.9% |
| Participation rate | 46.7% | 66.2%-19.6pp | 78.2%-31.5pp | 67.6%-21.0pp |
| Annual return | 57.84% | 33.31%+24.5pp | 64.67%-6.8pp | 35.59%+22.2pp |
| Employer contribution / active EE | $3,503 | $3,100+13.0% | $4,672-25.0% | $2,755+27.2% |
| Participant deferral / active EE | $6,354 | $3,452+84.1% | $5,626+12.9% | $4,296+47.9% |
| Admin fee / account holder | $3,030 | $7,997-62.1% | $15,912-81.0% | $6,918-56.2% |