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 | $173,157 | $154,228+12.3% | $145,433+19.1% | $137,256+26.2% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 12.70% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,963 | $4,804-59.1% | $4,554-56.9% | $4,156-52.8% |
| Participant deferral / active EE | $8,043 | $8,216-2.1% | $7,897+1.8% | $6,407+25.5% |
| Admin fee / account holder | $2,615 | $14,344-81.8% | $13,129-80.1% | $12,270-78.7% |