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 | $167,572 | $110,257+52.0% | $96,544+73.6% | $139,434+20.2% |
| Participation rate | 41.7% | 78.1%-36.4pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | 20.86% | 26.32%-5.5pp | 25.84%-5.0pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,474 | $3,620-59.3% | $2,965-50.3% | $4,751-69.0% |
| Participant deferral / active EE | $3,289 | $5,548-40.7% | $4,851-32.2% | $6,710-51.0% |
| Admin fee / account holder | $6,402 | $11,591-44.8% | $8,252-22.4% | $11,403-43.9% |