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 | $144,341 | $117,983+22.3% | $101,794+41.8% | $142,382+1.4% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.2%-24.7pp | 80.1%-35.7pp |
| Annual return | 17.32% | 36.92%-19.6pp | 30.53%-13.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,862 | $2,773-32.8% | $2,289-18.6% | $4,299-56.7% |
| Participant deferral / active EE | $4,749 | $4,714+0.8% | $4,084+16.3% | $6,507-27.0% |
| Admin fee / account holder | $470 | $10,433-95.5% | $8,777-94.6% | $12,624-96.3% |