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 8-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 | $174,989 | $163,101+7.3% | $136,749+28.0% | $142,382+22.9% |
| Participation rate | 58.8% | 78.2%-19.4pp | 72.1%-13.3pp | 80.1%-21.3pp |
| Annual return | 15.84% | 27.54%-11.7pp | 24.33%-8.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,223 | $4,117-46.0% | $3,400-34.6% | $4,299-48.3% |
| Participant deferral / active EE | $5,307 | $5,585-5.0% | $4,692+13.1% | $6,507-18.4% |
| Admin fee / account holder | $1,669 | $14,318-88.3% | $11,386-85.3% | $12,624-86.8% |