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 8-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 | $103,276 | $101,618+1.6% | $93,063+11.0% | $137,256-24.8% |
| Participation rate | 61.5% | 74.9%-13.4pp | 72.1%-10.6pp | 80.0%-18.4pp |
| Annual return | 13.73% | 223.95%-210.2pp | 34.15%-20.4pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,488 | $2,707-8.1% | $2,476+0.5% | $4,156-40.1% |
| Participant deferral / active EE | $4,218 | $4,279-1.4% | $3,958+6.6% | $6,407-34.2% |
| Admin fee / account holder | $6,997 | $6,198+12.9% | $6,033+16.0% | $12,270-43.0% |