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 | $190,104 | $110,257+72.4% | $96,544+96.9% | $139,434+36.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 11.89% | 26.32%-14.4pp | 25.84%-13.9pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,646 | $3,620-26.9% | $2,965-10.8% | $4,751-44.3% |
| Participant deferral / active EE | $20,813 | $5,548+275.1% | $4,851+329.1% | $6,710+210.2% |
| Admin fee / account holder | $1,337 | $11,591-88.5% | $8,252-83.8% | $11,403-88.3% |