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 9-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 | $122,322 | $101,618+20.4% | $93,063+31.4% | $137,256-10.9% |
| Participation rate | 53.8% | 74.9%-21.1pp | 72.1%-18.3pp | 80.0%-26.1pp |
| Annual return | 15.57% | 223.95%-208.4pp | 34.15%-18.6pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,001 | $2,707+10.8% | $2,476+21.2% | $4,156-27.8% |
| Participant deferral / active EE | $7,188 | $4,279+68.0% | $3,958+81.6% | $6,407+12.2% |
| Admin fee / account holder | $2,996 | $6,198-51.7% | $6,033-50.3% | $12,270-75.6% |