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 | $149,257 | $111,754+33.6% | $103,333+44.4% | $145,922+2.3% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 13.99% | 24.77%-10.8pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $927 | $4,212-78.0% | $3,868-76.0% | $4,660-80.1% |
| Participant deferral / active EE | $5,383 | $5,619-4.2% | $5,057+6.4% | $6,688-19.5% |
| Admin fee / account holder | $1,777 | $9,750-81.8% | $8,355-78.7% | $13,397-86.7% |