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 | $102,299 | $91,190+12.2% | $178,490-42.7% | $79,858+28.1% |
| Participation rate | 64.9% | 69.2%-4.3pp | 81.9%-17.0pp | 69.6%-4.7pp |
| Annual return | 14.98% | 24.19%-9.2pp | 151.07%-136.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,046 | $3,256-37.1% | $5,011-59.2% | $2,471-17.2% |
| Participant deferral / active EE | $4,023 | $3,236+24.3% | $5,202-22.6% | $3,740+7.6% |
| Admin fee / account holder | $3,803 | $6,751-43.7% | $13,984-72.8% | $5,306-28.3% |