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 | $91,989 | $54,705+68.2% | $71,209+29.2% | $84,808+8.5% |
| Participation rate | 52.8% | 64.1%-11.3pp | 73.8%-21.0pp | 68.3%-15.5pp |
| Annual return | 17.04% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,308 | $2,158+53.3% | $2,721+21.6% | $2,631+25.7% |
| Participant deferral / active EE | $4,710 | $3,030+55.4% | $4,175+12.8% | $4,212+11.8% |
| Admin fee / account holder | $696 | $4,863-85.7% | $5,349-87.0% | $7,344-90.5% |