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 10-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 | $150,284 | $109,413+37.4% | $156,263-3.8% | $84,808+77.2% |
| Participation rate | 53.4% | 72.7%-19.3pp | 78.9%-25.5pp | 68.3%-14.9pp |
| Annual return | 18.31% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,656 | $2,907-8.6% | $4,333-38.7% | $2,631+1.0% |
| Participant deferral / active EE | $6,940 | $4,590+51.2% | $6,158+12.7% | $4,212+64.8% |
| Admin fee / account holder | $8,047 | $9,357-14.0% | $14,255-43.6% | $7,344+9.6% |