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 | $190,977 | $114,381+67.0% | $107,525+77.6% | $142,382+34.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 21.56% | 242.71%-221.1pp | 181.32%-159.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,766 | $4,015-6.2% | $3,754+0.3% | $4,299-12.4% |
| Participant deferral / active EE | $8,785 | $5,564+57.9% | $5,116+71.7% | $6,507+35.0% |
| Admin fee / account holder | $771 | $9,860-92.2% | $8,919-91.4% | $12,624-93.9% |