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 9-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 | $121,889 | $95,803+27.2% | $113,168+7.7% | $84,808+43.7% |
| Participation rate | 49.0% | 72.9%-23.9pp | 76.6%-27.6pp | 68.3%-19.3pp |
| Annual return | 20.40% | 25.00%-4.6pp | 24.27%-3.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $2,193 | $2,360-7.1% | $2,975-26.3% | $2,631-16.6% |
| Participant deferral / active EE | $5,087 | $4,242+19.9% | $5,107-0.4% | $4,212+20.8% |
| Admin fee / account holder | $427 | $8,989-95.3% | $12,068-96.5% | $7,344-94.2% |