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 | $91,769 | $80,968+13.3% | $96,544-4.9% | $75,163+22.1% |
| Participation rate | 63.3% | 71.8%-8.4pp | 76.0%-12.6pp | 67.2%-3.9pp |
| Annual return | 24.99% | 27.06%-2.1pp | 25.84%-0.9pp | 160.62%-135.6pp |
| Employer contribution / active EE | $1,159 | $2,282-49.2% | $2,965-60.9% | $2,670-56.6% |
| Participant deferral / active EE | $3,569 | $3,928-9.1% | $4,851-26.4% | $4,125-13.5% |
| Admin fee / account holder | $13,242 | $6,724+96.9% | $8,252+60.5% | $5,651+134.3% |