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 | $113,227 | $62,672+80.7% | $185,117-38.8% | $70,131+61.5% |
| Participation rate | 69.0% | 63.8%+5.3pp | 77.3%-8.2pp | 69.5%-0.5pp |
| Annual return | 21.60% | 40.79%-19.2pp | 40.50%-18.9pp | 73.14%-51.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,973 | $3,272+82.6% | $5,045+18.4% | $3,332+79.3% |
| Admin fee / account holder | $4,162 | $3,932+5.9% | $8,159-49.0% | $4,645-10.4% |