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 | $119,426 | $101,724+17.4% | $164,813-27.5% | $80,856+47.7% |
| Participation rate | 51.9% | 71.8%-20.0pp | 78.6%-26.8pp | 67.6%-15.8pp |
| Annual return | 14.17% | 16.72%-2.5pp | 69.93%-55.8pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,382 | $2,953-19.3% | $4,341-45.1% | $2,755-13.5% |
| Participant deferral / active EE | $7,277 | $4,477+62.5% | $6,031+20.7% | $4,296+69.4% |
| Admin fee / account holder | $2,747 | $8,227-66.6% | $12,690-78.4% | $6,918-60.3% |