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 | $91,791 | $54,380+68.8% | $68,509+34.0% | $59,632+53.9% |
| Participation rate | 63.6% | 70.2%-6.6pp | 74.7%-11.1pp | 68.7%-5.0pp |
| Annual return | -0.40% | 2.83%-3.2pp | 8.27%-8.7pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $2,133 | $1,539+38.6% | $2,278-6.4% | $2,203-3.2% |
| Participant deferral / active EE | $5,075 | $2,643+92.0% | $3,382+50.0% | $3,192+59.0% |
| Admin fee / account holder | $3,051 | $3,885-21.5% | $5,275-42.2% | $4,297-29.0% |