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 | $160,870 | $60,022+168.0% | $88,946+80.9% | $84,808+89.7% |
| Participation rate | 36.1% | 57.8%-21.7pp | 68.8%-32.7pp | 68.3%-32.2pp |
| Annual return | 17.48% | 22.43%-4.9pp | 57.82%-40.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,753 | $1,703+3.0% | $2,555-31.4% | $2,631-33.4% |
| Participant deferral / active EE | $3,825 | $3,114+22.9% | $4,581-16.5% | $4,212-9.2% |
| Admin fee / account holder | $2,002 | $4,811-58.4% | $8,261-75.8% | $7,344-72.7% |