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 | $117,983+30.6% | $101,794+51.3% | $142,382+8.2% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.2%-23.7pp | 80.1%-34.7pp |
| Annual return | 14.44% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,204 | $2,773-20.5% | $2,289-3.7% | $4,299-48.7% |
| Participant deferral / active EE | $8,095 | $4,714+71.7% | $4,084+98.2% | $6,507+24.4% |
| Admin fee / account holder | $5,930 | $10,433-43.2% | $8,777-32.4% | $12,624-53.0% |