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 | $138,418 | $117,983+17.3% | $101,794+36.0% | $142,382-2.8% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.2%-0.8pp | 80.1%-11.7pp |
| Annual return | 21.51% | 36.92%-15.4pp | 30.53%-9.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,326 | $2,773-52.2% | $2,289-42.1% | $4,299-69.1% |
| Participant deferral / active EE | $5,846 | $4,714+24.0% | $4,084+43.1% | $6,507-10.2% |
| Admin fee / account holder | $10,217 | $10,433-2.1% | $8,777+16.4% | $12,624-19.1% |