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 | $161,511 | $86,929+85.8% | $102,423+57.7% | $80,856+99.8% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.2pp | 67.6%-8.4pp |
| Annual return | 20.30% | 18.88%+1.4pp | 29.32%-9.0pp | 35.59%-15.3pp |
| Employer contribution / active EE | $2,371 | $2,369+0.1% | $3,023-21.6% | $2,755-13.9% |
| Participant deferral / active EE | $4,245 | $4,118+3.1% | $5,053-16.0% | $4,296-1.2% |
| Admin fee / account holder | $20,204 | $8,049+151.0% | $9,451+113.8% | $6,918+192.0% |