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 8-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 | $148,258 | $124,319+19.3% | $111,297+33.2% | $167,490-11.5% |
| Participation rate | 65.0% | 79.6%-14.6pp | 77.3%-12.3pp | 82.1%-17.1pp |
| Annual return | 19.85% | 37.44%-17.6pp | 54.65%-34.8pp | 478.56%-458.7pp |
| Employer contribution / active EE | $2,022 | $3,435-41.2% | $2,731-26.0% | $4,837-58.2% |
| Participant deferral / active EE | $4,079 | $5,180-21.3% | $4,487-9.1% | $6,341-35.7% |
| Admin fee / account holder | $3,690 | $10,618-65.2% | $7,964-53.7% | $12,309-70.0% |