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 | $115,906 | $72,492+59.9% | $87,100+33.1% | $72,985+58.8% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.9%-19.7pp | 69.5%-12.3pp |
| Annual return | 24.19% | 24.46%-0.3pp | 28.19%-4.0pp | 81.00%-56.8pp |
| Employer contribution / active EE | $746 | $1,894-60.6% | $2,521-70.4% | $2,440-69.4% |
| Participant deferral / active EE | $3,624 | $3,270+10.8% | $4,049-10.5% | $3,607+0.5% |
| Admin fee / account holder | $5,402 | $5,055+6.9% | $7,497-27.9% | $5,124+5.4% |