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 | $163,663 | $125,758+30.1% | $169,993-3.7% | $75,163+117.7% |
| Participation rate | 56.0% | 83.6%-27.6pp | 87.0%-31.0pp | 67.2%-11.2pp |
| Annual return | 58.51% | 27.20%+31.3pp | 53.37%+5.1pp | 160.62%-102.1pp |
| Employer contribution / active EE | $1,836 | $4,615-60.2% | $6,785-72.9% | $2,670-31.2% |
| Participant deferral / active EE | $7,329 | $6,837+7.2% | $10,408-29.6% | $4,125+77.7% |
| Admin fee / account holder | $3,976 | $8,173-51.3% | $12,815-69.0% | $5,651-29.6% |