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 | $109,462 | $100,773+8.6% | $88,946+23.1% | $142,382-23.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 22.80% | 70.18%-47.4pp | 57.82%-35.0pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,941 | $2,918-33.5% | $2,555-24.0% | $4,299-54.9% |
| Participant deferral / active EE | $9,955 | $5,230+90.3% | $4,581+117.3% | $6,507+53.0% |
| Admin fee / account holder | $412 | $9,693-95.8% | $8,261-95.0% | $12,624-96.7% |