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 | $198,504 | $95,803+107.2% | $113,168+75.4% | $84,808+134.1% |
| Participation rate | 50.0% | 72.9%-22.9pp | 76.6%-26.6pp | 68.3%-18.3pp |
| Annual return | 16.71% | 25.00%-8.3pp | 24.27%-7.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,244 | $4,242+23.6% | $5,107+2.7% | $4,212+24.5% |
| Admin fee / account holder | $548 | $8,989-93.9% | $12,068-95.5% | $7,344-92.5% |