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 | $134,221 | $109,413+22.7% | $156,263-14.1% | $84,808+58.3% |
| Participation rate | 56.7% | 72.7%-16.0pp | 78.9%-22.2pp | 68.3%-11.6pp |
| Annual return | 16.89% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,161 | $2,907-25.7% | $4,333-50.1% | $2,631-17.9% |
| Participant deferral / active EE | $4,409 | $4,590-3.9% | $6,158-28.4% | $4,212+4.7% |
| Admin fee / account holder | $379 | $9,357-96.0% | $14,255-97.3% | $7,344-94.8% |