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 | $245,519 | $117,983+108.1% | $101,794+141.2% | $142,382+72.4% |
| Participation rate | 18.2% | 74.2%-56.0pp | 69.2%-51.0pp | 80.1%-61.9pp |
| Annual return | 19.75% | 36.92%-17.2pp | 30.53%-10.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $547 | $2,773-80.3% | $2,289-76.1% | $4,299-87.3% |
| Participant deferral / active EE | $4,955 | $4,714+5.1% | $4,084+21.3% | $6,507-23.9% |
| Admin fee / account holder | $1,942 | $10,433-81.4% | $8,777-77.9% | $12,624-84.6% |