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 6-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 | $154,038 | $112,729+36.6% | $98,716+56.0% | $137,256+12.2% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.3%-23.8pp | 80.0%-34.5pp |
| Annual return | 14.44% | 38.48%-24.0pp | 31.81%-17.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,204 | $2,725-19.1% | $2,279-3.3% | $4,156-47.0% |
| Participant deferral / active EE | $8,095 | $4,640+74.4% | $4,048+100.0% | $6,407+26.3% |
| Admin fee / account holder | $5,930 | $10,129-41.5% | $8,703-31.9% | $12,270-51.7% |