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 | $91,100 | $64,839+40.5% | $95,585-4.7% | $84,808+7.4% |
| Participation rate | 63.0% | 63.8%-0.9pp | 72.1%-9.1pp | 68.3%-5.3pp |
| Annual return | 15.05% | -670.96%+686.0pp | 38.56%-23.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,611 | $1,759-8.4% | $2,527-36.2% | $2,631-38.8% |
| Participant deferral / active EE | $3,371 | $2,965+13.7% | $4,023-16.2% | $4,212-20.0% |
| Admin fee / account holder | $9,722 | $5,964+63.0% | $6,127+58.7% | $7,344+32.4% |