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 6-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 | $138,174 | $106,515+29.7% | $96,683+42.9% | $139,434-0.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 24.81% | 38.43%-13.6pp | 35.69%-10.9pp | 372.94%-348.1pp |
| Employer contribution / active EE | $4,549 | $4,103+10.9% | $3,737+21.7% | $4,751-4.3% |
| Participant deferral / active EE | $8,792 | $5,454+61.2% | $4,878+80.2% | $6,710+31.0% |
| Admin fee / account holder | $2,779 | $7,877-64.7% | $6,730-58.7% | $11,403-75.6% |