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 | $184,169 | $80,717+128.2% | $154,803+19.0% | $84,808+117.2% |
| Participation rate | 52.8% | 66.8%-14.0pp | 78.1%-25.3pp | 68.3%-15.5pp |
| Annual return | 15.77% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,968 | $2,761+7.5% | $4,305-31.1% | $2,631+12.8% |
| Participant deferral / active EE | $6,169 | $3,303+86.8% | $5,540+11.3% | $4,212+46.5% |
| Admin fee / account holder | $2,328 | $6,746-65.5% | $14,329-83.8% | $7,344-68.3% |