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 | $104,974-1.6% | $95,585+8.0% | $142,382-27.5% |
| Participation rate | 61.5% | 75.0%-13.4pp | 72.1%-10.5pp | 80.1%-18.6pp |
| Annual return | 13.73% | 210.33%-196.6pp | 38.56%-24.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,488 | $2,779-10.5% | $2,527-1.5% | $4,299-42.1% |
| Participant deferral / active EE | $4,218 | $4,352-3.1% | $4,023+4.9% | $6,507-35.2% |
| Admin fee / account holder | $6,997 | $6,386+9.6% | $6,127+14.2% | $12,624-44.6% |