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 7-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 | $135,721 | $111,535+21.7% | $105,223+29.0% | $137,256-1.1% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 16.29% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,220 | $3,939-69.0% | $3,689-66.9% | $4,156-70.6% |
| Participant deferral / active EE | $3,470 | $5,500-36.9% | $5,072-31.6% | $6,407-45.8% |
| Admin fee / account holder | $1,044 | $9,721-89.3% | $8,859-88.2% | $12,270-91.5% |