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 | $184,329 | $117,841+56.4% | $102,423+80.0% | $145,922+26.3% |
| Participation rate | 61.1% | 78.6%-17.5pp | 76.5%-15.4pp | 80.3%-19.2pp |
| Annual return | 16.98% | 31.65%-14.7pp | 29.32%-12.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $5,599 | $3,615+54.9% | $3,023+85.2% | $4,660+20.2% |
| Participant deferral / active EE | $2,942 | $5,731-48.7% | $5,053-41.8% | $6,688-56.0% |
| Admin fee / account holder | $3,802 | $13,326-71.5% | $9,451-59.8% | $13,397-71.6% |