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 | $160,913 | $57,057+182.0% | $85,009+89.3% | $80,874+99.0% |
| Participation rate | 35.7% | 56.4%-20.6pp | 67.5%-31.8pp | 67.6%-31.9pp |
| Annual return | 11.88% | 21.66%-9.8pp | 66.47%-54.6pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,847 | $1,799+2.7% | $2,728-32.3% | $2,756-33.0% |
| Participant deferral / active EE | $4,152 | $3,112+33.4% | $4,522-8.2% | $4,297-3.4% |
| Admin fee / account holder | $2,036 | $4,986-59.2% | $6,153-66.9% | $6,935-70.6% |