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 8-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 | $92,072 | $80,717+14.1% | $154,803-40.5% | $84,808+8.6% |
| Participation rate | 51.5% | 66.8%-15.3pp | 78.1%-26.6pp | 68.3%-16.8pp |
| Annual return | 17.29% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,226 | $2,761-19.4% | $4,305-48.3% | $2,631-15.4% |
| Participant deferral / active EE | $7,032 | $3,303+112.9% | $5,540+26.9% | $4,212+67.0% |
| Admin fee / account holder | $9,447 | $6,746+40.0% | $14,329-34.1% | $7,344+28.6% |