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 | $98,092 | $86,929+12.8% | $102,423-4.2% | $80,856+21.3% |
| Participation rate | 62.1% | 72.4%-10.3pp | 76.5%-14.4pp | 67.6%-5.6pp |
| Annual return | 15.29% | 18.88%-3.6pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,538 | $2,369-35.1% | $3,023-49.1% | $2,755-44.2% |
| Participant deferral / active EE | $4,183 | $4,118+1.6% | $5,053-17.2% | $4,296-2.6% |
| Admin fee / account holder | $13,253 | $8,049+64.7% | $9,451+40.2% | $6,918+91.6% |